Setting up users with the version 1.x pricing
With the JIRA Service Desk standard permission scheme and project roles in place, adding users to a JIRA Service Desk project just involves creating the users in JIRA and assigning them to the project role you want them to have.
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Types of JIRA Service Desk users
There are three main ways users interact with JIRA Service Desk:
- Service desk administrators use the service desk interface in JIRA to customize and manage a service desk for a given project. Administrators are users with administrative rights for a service desk and the underlying JIRA project. For the details about what they can do, see Administrator.
- Service team members use the service desk interface in JIRA to view their queues, reports generated by the service desk administrator, and the SLA metrics they're working against. When service desk team members work on a customer request, they update and log information on the request using the standard JIRA issue view. This gives them access to all the JIRA features for managing issues.
- Customers log requests either through your Customer Portal or by sending emails. They aren't required to see the service desk tools used by the service desk managers or team members. As their request is being worked on, they receive emails on the status changes and public comments made by the service desk team. They can also use the Customer Portal to see a list of all their requests (current or completed). For details about notifications, see Configuring JIRA Service Desk notifications.
Setting up users
To do this:
- Create the users in JIRA.
- In your service desk, go to the People tab, and assign a project role to your users or make sure that the groups which they belong to are associated with the project role.
Screenshot: Setting up project roles for your service desk
In order for customers to submit requests through the Customer Portal, they must log in with their JIRA credentials (either through JIRA or the Customer Portal). Customers can also update their name, email address, password, timezone, and avatar from the Customer Portal. This information will be updated in the JIRA user directory automatically.
Note: Updating avatars does not work in Internet Explorer 8.
JIRA Service Desk project roles and permissions
Based on the three types of users, JIRA Service Desk creates two additional default JIRA project roles, Service Desk Team and Service Desk Customers. These two roles mirror the way service team members and customers interact with JIRA Service Desk, and the Administrators role mirrors that of the service desk administrators.
JIRA Service Desk also provides a standard permission scheme (JIRA Service Desk Permission scheme for [project]) that automatically gives your JIRA Service Desk users the correct permissions for the project role you assign them. For example, giving users the Service Desk Team role will allow them read-only access to JIRA Service Desk, as well as allow them to work on issues in JIRA.
Version 2.0 introduces the service-desk-agents group and the JIRA Service Desk agent access global permission in addition to the default ones in the system. JIRA Service Desk uses these two new settings to manage license allocation when the version 2 license is applied. Because you are using the version 1 license, it is recommended that you do not modify these two settings. This will also ensure easier migration when you want to change to the new pricing model later. For more information about the version 2 license, see JIRA Service Desk licensing.
Using custom permission schemes
Service desk administrators
Because service desks are built upon JIRA projects, you must have JIRA project administration permissions in order to set up and administer a service desk. The project administration permission allows you to manage service desk functionality like creating new request types, setting up new queues, creating SLAs, and generating reports.
As an administrator, you must also have all the permissions required for your service desk team members and customers in order to see all the functionality they'll be using.
Service desk team members
If you use a custom permission scheme, make sure your service desk agents have the right permissions for their role in the service desk team. The following JIRA permissions are recommended for service desk agents:
Service desk customers
If you use a custom permission scheme, make sure your service desk customers have the right permissions. Using the Service Desk Customer - Portal Access security type is recommended. This allows you to give customers access to the Customer Portal only (not JIRA).
These are the recommended JIRA permissions for service desk customers:
In addition, if the service desk project uses an issue security scheme, make sure that it is configured so that service desk users can view issues. Otherwise, customers might be able to create issues but not view them after they've been created.