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Custom Access Control for Invoice Reports in Project Management

Kamila Chęcińska
Kamila Chęcińska
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Sep 22, 2023

Hi!

 

I have a board in the project and I would like only selected people to see all invoices. I added a security level where reports can see: - only reporting persons, - only people assigned to the task, - only selected people (management board, accountants). How can I set it so that a given person can see reports from specific people? For example, a team leader will only report his or her team members regardless of who is assigned to the task?
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Trudy Claspill
Trudy Claspill
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Sep 25, 2023

Hello @Kamila Chęcińska 

Welcome to the Atlassian community.

How are you telling Jira the members of each team leader's team?

I think that the only way you will be able to do that is to add the Team Leader to another custom User Picker field, and then add that custom field as part of the the Security Level.

You could use Automation Rules to evaluate the Reporter field and then set the Team Leader field appropriately.

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Kamila Chęcińska
Kamila Chęcińska
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Sep 25, 2023

Thank you! It works! :) 

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Trudy Claspill
Trudy Claspill
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Sep 26, 2023 • edited

Glad I could help.

If your problem has been solved please consider marking the Answer as Accepted.

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