Service Desk Dashboard for Customer

[Torsten Besser]

Hi ist ist possible, to give acces to certain tickets (filter) related to a customer via a dashboard, without giving him acces to all the tickets in a service desk?

[Eduardo Anflor - MindPro]

Hi, @Torsten Besser 

I believe that better than giving customers access to internal dashboards is a way to share a dashboard with information related to their tickets directly in the customer portal. With Mindpro Graphy, you can create a customized dashboard with many gadget types, configure them as you prefer, and share this dashboard with specific customers in the portal. When they access, they will see an option to access the dashboards you created for them:

So, they can select between the dashboards you give them access to, and the information will be displayed interactively. For example, they can click on the chart segments to drill down into the data. The dashboards will be read-only for the customers only, and they will only be able to see the information you determine they can.

I hope this helps.

Regards,

Eduardo

[Sahir Maharaj]

Hello @Torsten Besser

Based on what I know, Jira Service Management allows you to create dashboards and share specific views using filters.

To restrict access to certain tickets for customers, you can create a filter for those tickets and then share a custom dashboard with those permissions.

I recommend to ensure that the customer has appropriate roles or permissions to view the dashboard without exposing other tickets.

[Torsten Besser]

Thanks you for your input :)

[Manoj Gangwar]

You can configure the Issue Security Scheme and apply it to those particular issues that you want to share with the customer. You can create a new role in the project and add all the customer in that role and then use that role in the issue security.

https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-security-schemes/