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Find out which project(s) an agent is part of

Alain Kovacs
Contributor
August 4, 2024

Hi,

I'm a site admin as well as JSM admin, and I'm managing the agents in projects. I find the structure overly complicated without much visibility of who has access to what.. As the title says, I'd like to be able to see exactly which projects a user is part of. Is this possible from the agent's point of view? I know I can go in every project and check it that way, but that's overly complicated. I want to go to the user's profile somehow, and see all the project's he's part of. Is that possible?

Thanks

3 answers

2 accepted

3 votes
Answer accepted
Rebekka Heilmann _viadee_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 4, 2024

 

Hi @Alain Kovacs 

I didn't know you could check that in the Administration, like @Rilwan Ahmed suggested. Works perfectly for agent level!!

If you have lots of projects and Agents, and want a quick overview of how many Agents per project you have, creating project-specific groups works quite well.
One of my customers has an "agent" group per project ("projectname-agents"). That group gives product access as well and we simply add the group to the Agent role in a project.

That way, all you need is to check product access groups in the Administration.

 

Alain Kovacs
Contributor
August 19, 2024

Thank you @Rebekka Heilmann _viadee_ ,

I actually like the workaround, it makes sense. We don't have that many agents, around 15, slowly growing, but they are/will be split in 2-3 different teams, some will have access to all projects, some only to some projects, and when we get a new agent, it's nice to add them to a group instead of project. 

3 votes
Answer accepted
Rilwan Ahmed
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 4, 2024

Hi @Alain Kovacs ,

Go to Admin settings --> User management --> Search for the required project

Now on the Actions column, select show details.

In the new page opened, click on 3 dots against Jira/Jira Service management and select Project roles.

Alain Kovacs
Contributor
August 19, 2024

Hi @Rilwan Ahmed

I'm sorry but I'm not sure if I can follow..  I cannot search for projects when I'm in User management.Screenshot 2024-08-19 134910.png

Alain Kovacs
Contributor
August 19, 2024

I think I might have found what you were talking about.. It does require more clicks than I would like, but it does exactly what i want/need, so thanks for that! 

Screenshot 2024-08-19 140113.png

Like Rilwan Ahmed likes this
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.
August 4, 2024

@Alain Kovacs -

I agreed with @Rebekka Heilmann _viadee_ suggested.  It is best to use internal group to track your agents.  Use the internal group for ServiceDesk Team Members role assignment for your JSM projects.

Ideally, you should only have a limited number of those groups to manage and utilize.  Unless your projects all have different set of agents involve - meaning each project's agents are unique and he/she is only responsible for just one project.

Hope this helps.

Best, Joseph Chung Yin

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