Limiting project changes to Admin role

Mohit Verma September 13, 2024

Hi Team,

We have noticed that adding new customers to an existing project is a functionality which is not limited to just admins and it is causing some misinformation in projects where just a user in the project can mistakenly add people to the customers list without following a proper process flow.

 

Kindly help us limit the project changes to just the project admins so we can maintain the systems as intended.

 In case of any additional information, please revert with same.

Thanks.

 

Regards,

Mohit Verma

2 answers

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.
September 14, 2024

@Mohit Verma -

Please provide some clarification of your ask - Are you asking only Project Admins can add new customers to his/her project(s) or only Jira Admins can conduct this activity?

In addition, please provide more details on your following statement - "limit the project changes to just the project admins" - What project changes that you want to limit to just project admins?  Or you are asking to limit on what project admins can perform/change in his/his project(s)?

Once we obtain your updates, we can further assist you better.

Best, Joseph Chung Yin

Mohit Verma September 17, 2024

Hi Joseph,

When I say "limiting the project changes to Project admins" I mean changes like adding customers to a JIRA project, adding Organizations to the JIRA project should only be restricted to the Project admins, as of now any user who is part of the project is able to make those changes which sometimes causes misinformation being added.

 

Additionally, I want to manage these roles to Project admins and not JIRA admins. We have limited people with JIRA admin role, but each project has a set of Project admins so the responsibility is shared with people with right responsibilities.

Hope this clarifies my query. kindly suggest a solution for project admins for these roles.

Thanks.

Mohit Verma

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.
September 17, 2024

@Mohit Verma -

Regarding to Organization management - You can setup so only project admins can manage organizations by - 

Settings (clog wheel icon) >> products >> under the JSM section and select "Configuration" where you can disable the option that allows agents to mange organization in project.  It is all under the Organization management section.

What else you need to breakdown the responsiblity7

Hope this helps.

Best, Joseph

Tara Grünewald September 20, 2024

Hi @Joseph Chung Yin thanks for the quick reply. I'm one of the site admins that works with Mohit.

My concern is that the options in Global Settings only offer 2 options for Organization management in JSM; "Agents" and "Jira Administrators". It is unclear to us if "Jira Administrators" also includes people with the project role "administrator" within those projects, or if this limits this to site / org admins which would be too restrictive. 

Furthermore, does "Organization" management also encompass managing all customers in a project, including those not assigned to an organization?

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.
September 21, 2024

@Tara Grünewald -

Typically, Jira administrators don't include the people with the project role of "Administrators".

In regards to Organization mgmt, it is focusing on your customers.  It is not required that a customer must be a member of an organization.  If you take a step back, you need to know if your project(s) is setup "Open" or "Restricted" access for Channel Access.  If the project is "Restricted", then project admins/agents of the project manages the visibility of the project(s) in the portal UI.  Using organizations mgmt doesn't address Mohit's ask.

Best, Joseph 

Tara Grünewald September 22, 2024

Hi @Joseph Chung Yin Thanks, yes, that's why I was confused. That Global setting doesn't help our issue, then.

At the crux of it, Mohit wants to set his project(s) so that only project admins are able to add/remove customers, not all agents as it is by default.

I'm not sure this is possible, I don't find anything in the project permission schemes, which is why I sent him to this wonderful, wise community for advice!

Tara Grünewald September 27, 2024

Hi again @Joseph Chung Yin do you have any insights for us regarding setting individual projects so that only the project admins are able to add/remove customers, not all agents as it is by default?
Thanks in advance!

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.
September 27, 2024

@Tara Grünewald -

When you set your JSM project's Channel Access is set to "Restricted" instead of default value of "Open", then only users added to the project's SERVICE DESK CUSTOMERS role can access the project.  Project access/role assignment can only be done by project admins.  

When you asking "add/remove customers" - what are you really asking?

Best, Joseph

Tara Grünewald October 1, 2024

Thanks for getting back to us @Joseph Chung Yin 

I think we might have a misunderstanding.

The project is restricted, and we control project access to both customer, agents and project admins via the project roles. Customers are given product access (JSM Customer) via an IdP group which is synced to Atlassian, and then access is further controlled within the projects.

In the project left-hand menu, in the "Directory" section, there is a page called "Customers" where you can see all customers listed, along with their requests, and assign them or Organizations, if required. On this page, you can "Add Customers" via a button at the top-right. As a default, all users with agent access to the project can add customers. We would like to restrict that to only users with a project admin role.

I hope I've clarified our request now :) 

Let me know if you know of a way to apply this restriction, as I don't find any relevant options in the project permissions schemes or in global permissions.

Kind regards,
Tara

 

0 votes
Ollie Guan
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 13, 2024

Hi @Mohit Verma ,

To set who customers can automatically share new requests with, site admins can change the Global settings

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