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Add an external colleague to an existing JSM project

Aimee Slade February 16, 2024

Hello! 

We recently created a Hiring Requests project within JSM. We work with an outside recruiter that we'd like to grant access to this project. She will need to be able to view attachments, submitted forms, and comments (not internal notes that agents see). 

What is the best way to add her to the project with view/comment access only (not as an agent that would take up a license seat)? Her email domain is different since she is a contractor. 

Thanks for your help. 

2 answers

1 vote
Mikael Sandberg
Community Leader
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February 16, 2024

The easiest way would be to add her as a request participants, she would then be able to view requests from the portal the same way the reporter does. This gives her access to view and comment on the request without seeing internal notes. This can be done using an automation that is triggered when the request is created.

0 votes
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 16, 2024

@Aimee Slade -

I agreed with @Mikael Sandberg suggested.  The user will just use the portal UI to access those issues and he/she is just treated as a JSM customers (no paid agent license is required).

Here are the reference link on Automation for Jira where you can use it to establish the automation rule as menttioned by Mikael - https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

 

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