How to allow members to submit a form, but NOT view the project?

[Lara Brown]

Hi, I'm hoping someone can help me with a question about forms linked to projects. I'm a Jira newbie!

I'm creating a form that will allow employees to make requests - however, I don't want anyone to be able to view what other employees have requested.

I have tried to set the "Create issues" permission to "Any logged in user" and to "Public", and I've tried creating a new role that only has the "Create issues" permission, but nothing seems to work. When I link the form, they're told they don't have access.

Does anyone have any suggestions?

Thanks!

[Ste Wright · Accepted solution]

Hi @Lara Brown 

Welcome to the Community.

Can I confirm what type of Project the Form is being created within - is this Jira Service Management or Jira Work Management?

Here's how to find the Project Type...

• Go to Projects (top navigation bar) > View All Projects
• Locate your Project in the list
• Copy/paste the Project Type from the "Type" column

Ste

[Lara Brown]

Thank you! It's Company-managed business

[Ste Wright]

Hi @Lara Brown 

I envisage this would be possible using an Issue Security Scheme.

All relevant Users will need permission to...

• Browse Projects - so they can see it
• Create Issues - so they can create work items

...however, post-creation you can limit Issue visibility on a per-Issue basis.

---

Create the Scheme

To create an Issue Security Scheme for this...

• Go to Settings (cog icon in top-right) > Issues
• Select Issue Security Schemes from the left-hand menu
• Create a new Scheme - give it a name and press Add
• Next, select the hyperlink Security Levels on the right-hand side
• Add a security level - for example, User Access
• Make this the default level, using the hyperlink Default
• Next, select the hyperlink Add
• In this step, you'll add who can see Issues - for example, you might add...
  • Reporter = Creator of the Issue, i.e the User
  • Project Roles = Your Team, so they can action the Issue?
  • ...etc

^ This should create an Issue Security Scheme - to be clear, the aim is to:

• Provide a default Security Level, which restricts Issue access - Default should make this the Security Level for every Issue created.
• Limit who can see the Issue to the Reporter - which will dynamically show creators their Issues, whilst hiding everyone else's
• Give access to your team to "all" Issues, so they can action them

---

Apply to Project

To apply the Scheme...

• Go to your Project, and access the Project Settings tab
• Select Issue Security from the left-hand menu
• Select Actions > Select a Scheme
• Apply your new Scheme to your Project

Things to check...

• Ensure in the Permissions Scheme, that only appropriate Users (or none, if preferred) have access to...
  • Modify Reporter - to ensure it remains the creator
  • Set Issue Security - to ensure Issues cannot be made public accidentally

---

This should provide the restricted access you are seeking!

For more information on Issue Security, see this help page.

Let us know if this works!

Ste

[Lara Brown]

Brilliant! I still need to test a couple of things but on first attempt, it looks like this worked. 

Thank you so much!

[Ste Wright]

No worries!

If this answer helped resolve your question - could you accept it? That means others who find this question in future know this answer can help them too :)

Ste

[Lara Brown]

Thanks again! This did indeed work but it seems only for users who are site admins.

[Ste Wright]

Hi @Lara Brown 

So normal users can see all Issues, but Site Admins can only see their own?

Could you provide details of how you set up the Issue Security Scheme? A screenshot would be beneficial here :)

Ste

[Lara Brown]

Sorry for the delay!

The issue I had was only Site Admins could view and submit the form to create a new issue. Members of our team with regular access were still being told they did not have access to the form.

[Ste Wright]

Hi @Lara Brown 

So is this now resolved for you?

If it is, could you accept the answer so others know this can help them too? :)