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Overview
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This article explains how to set up a Jira service account to:
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HelpDesk+ automatically respects users' Jira permissions.
There are also settings you can use to limit access via configuration.
On this page:
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Permission requirements for Helpdesk +
Jira Permissions: The main authorized user ( MAU ) needs the following permissions to create a connection to the APIs. Individual users do not need these permissions:
Jira Administrator Access:Jira Administrator access allows users to manage Jira settings, users, and permissions.
JSM Agent Role: Main authorized users must have the JSM Agent role for each selected service desk. Agent roles are not required for Jira software projects.
JSM License: A valid Jira Service Management (JSM) license is required for integration functionality.
Atlassian occasionally requires additional authentication from users when the main user is altered. This behavior is tied to the functioning of OAuth keys within the APIs and falls outside our sphere of control. Should your instance exhibit this behavior, users will be prompted to re-authenticate during their next action.
How to set up a Jira service account
Create a Jira account with admin access.
Check Permissions Schemes for the following:
Browse Project
Create Issue
Comment on Issue
Edit Issue
Transition Issue
Add Attachment
Add the service account to the relevant Project Role (usually Service Desk Team) in each project to ensure it has access to perform all actions.
Log
in to Jira with the new user.
Navigate to https://account.nextup.ai in the same browser.
Scroll down to the Main authorized user.
Click change.
Ensure that you are logged into Jira as the new Jira account, then click Allow.
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