course

Manage project roles and permissions in Jira Service Management

duration

35 minutes

role

Jira Service Management Project Admin

level

Intermediate

product

Jira Service Management

Control access to your service project

Use permissions to add a layer of security and control to your service projects. Then, learn how service project access changes by role. You’ll also learn how to manage project roles, configure customer permissions, and control how users interact with your project.
After this course, you’ll be able to:
  • Group customers into organizations to manage them easily.
  • Assign project roles to match how your team works.
  • Add customers, agents, groups, and teams to your service project.
  • Grant permissions to users in team-managed projects.
  • Control access to a project.
The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

4 Lessons in this course

10 minutes
What are permissions in Jira?

By the end of this lesson, you’ll be able to: - Differentiate global and project permissions - List the common global and project permissions - Describe the function of each global and project permission - Describe access permission types and security

Sections
  • Control what users see and do with permissions
  • Compare global and project permissions
  • Explore company-managed project permissions
10 minutes
Explore roles for a service project

By the end of this lesson, you'll be able to: - Explain what tasks agents, collaborators, customers, and project admins can perform - Explain what tasks request participants and approvers can perform - Define customer organizations

Sections
  • Grant access with project roles
  • Share requests with other people
  • Manage customers with organizations
10 minutes
Add users and customers to a service project

By the end of this lesson, you'll be able to: - Assign project roles to match how your team works - Add customers, agents, groups, and teams to your service project - Add customers to organizations - Configure customer permissions

Sections
  • Manage project roles in a service project
  • Best practices for assigning permissions to project roles
  • Add customers and organizations to your service project
  • Configure customer permissions
5 minutes
Configure permissions for team-managed projects

By the end of this lesson, you'll be able to: - Define team-managed project permissions - Control access to a project - Configure work item restrictions for software and business projects

Sections
  • Grant permissions to users in team-managed projects
  • Configure internal project access
  • Control access to work items with work restrictions