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How to share dashboard with reports without sharing access to project the report is in?

Zofia.Kubik June 27, 2019

Hi,

I created some dashboards that I want to be sharing with the top management team.

These dashboards rely on reports that I created in different Jira Service Desk projects. I shared access to the dashboards and filters with the Jira group the management team belongs to, but I can't find a way to make it work without giving them access to the actual Projects where the reports are created. 

We have quite a few people involved now on different levels and multiple projects - I wanted to use one Jira group added across all of our dashboards, without having to manually add every user to each project.

Is there a way to do it?

Thanks! 

2 answers

1 vote
Aron Gombas _Midori_
Community Champion
July 15, 2020

Without reworking the permissions, you could eventually try if exporting the dashboard to a PDF file and sharing/distributing the file would solve your use case.

Top management may even prefer receiving it in email instead of opening a URL.

jira-cloud-dashboard-pdf-export

1 vote
Ravi Sagar _Sparxsys_
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June 27, 2019

Hi @Zofia.Kubik 

Dashboards are another view that shows gadgets based on project data. The least you need is the read-only access to projects. You can add a project role called "Management" and give them only browse project permission.

Another option could be to use an add-on like eazyBI or embed these reports in a Confluence page and take a PDF export regularly from there.

I guess your concern is more about adding them in individual projects. Using project roles or groups (if you don't have several people in management and they don't change often) and then using a standard permission scheme wherever possible with browser project permission given to management role/group should be the way forward.

Joe Pitt
Community Champion
June 27, 2019

I have a project role 'Management' that has browse only. You can put individuals or the JIRA admin can create a Management group and you can add that group to the Management role.  The permission scheme would be the same, just members in the Management role would change.  But like @Ravi Sagar _Sparxsys_ says, they have to have browse permission to see the report. 

Zofia.Kubik July 3, 2019

Hi Ravi / Joseph,

Thank you for the suggestions!

I created a new role with permissions to 'Browse Project', but it doesn't seem to be enough - my users are still getting an error in the dashboard, showing that they don't have access.

After changing the user's role to e.g. Service Desk Team, it worked fine, so it looks like just 'browse project' access is not enough..

Is there anything in my project permissions apart from 'Browse Projects' that the role should have access to?

Thank you!

Nic Brough -Adaptavist-
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July 5, 2019

>I created a new role with permissions to 'Browse Project'

You have to add the people into the role as well.

Zofia.Kubik July 7, 2019

Hi Nic,

I created the role and assigned it to some of the users I was testing on of course :) 

But it didn't work - is there anything else in the role setup that needs to be enabled?

Thanks!

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