We use Jira Cloud to manage our digital projects within our Marketing Agency. One of our clients has asked us to share a dashboard with them for one of their projects in order for them to have real time updates on progress. I understand that I need to share the filters applied within the dashboard with this particular user as well.
We do not want them to have deeper access than the dashboard such as seeing specific details of tasks/stories/etc., reading comments, moving tasks through the workflow or adding/removing tasks.
Do I need to add our client to our Jira instance with a license? I have researched permissions within our Jira but do not see a specific permission set that will limit our client to the dashboard and filter only. Or is there a way to share a Jira dashboard and filters to externally facing users?
Unfortunately Jira is not able to achieve what you are trying to do.
Let me explain:
In short: there is no separate permission for viewing an issue on a dashboard or viewing an issue in a project.
You could think of a workaround like sending an email report in pdf regularly to that person or connecting a BI tool with Jira and make a dashboard of this BI tool available for that person.
Here is a related feature request: https://jira.atlassian.com/browse/JRACLOUD-68499
In order for your customer to see your Dashboard, they need access to Jira and yes you need to grant them access to the Application which will use one license/user if more than one.
Unfortunately there is no way to share your Dashboard. Like you said you can share a search filter results by email that's all you can do.
You can use Confluence to create a space where you set up pages to convey the requested information to your client.
Everytime we have a client with ongoing work, or has committed to using our pipelines of content creation, we create a Space (can be one page) where they are always kept updated on the work that relates to them.
Hope this helps.
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