Jira & Confluence Access Levels

Overview: Jira Access Levels define the permissions and roles assigned to users within the Jira environment. They determine what users can see and do in Jira, ensuring that access is appropriately managed based on user roles and responsibilities. This section covers the different access types, what each access level allows, and best practices for managing access levels.

Access Types and Their Functions:

1. Business User with Jira Software License:

• Role Assignment: When a business user is given a Jira software license, they are typically assigned a project role within Jira.

• Project Role: A flexible way to associate users and/or groups with a particular project, defining what actions they can perform within that project.

2. Project Members Role:

• Browse Projects: Ability to browse projects and the issues within them.

• Create Issues: Ability to create new issues within a project.

• Move Issues: Ability to move issues between projects or between workflows within the same project (if applicable). Note that the user can only move issues to a project where they have the create permission.

• Modify Reporter: Ability to modify the reporter field when creating or editing an issue.

3. Administrators Role:

• Administer Projects: Full control over project settings and configurations.

• Browse Projects: Ability to browse projects and the issues within them.

• Create Issues: Ability to create new issues.

• Delete Issues: Ability to delete issues from a project.

• Modify Reporter: Ability to change the reporter when creating or editing an issue.

• Set Issue Security: Ability to set the level of security on an issue, restricting visibility to specific users.

• Manage Watchers: Ability to add or remove watchers from an issue.

• Delete All Comments: Ability to delete any comments on issues.

• Edit All Comments: Ability to edit any comments on issues.

• Delete All Attachments: Ability to delete any attachments from issues.

• Delete All Worklogs: Ability to delete any worklogs associated with issues.

• Edit All Worklogs: Ability to edit any worklogs associated with issues.

4 Jira Service Management - Agent:

• Role Assignment: Agents are added to the Service Desk Team role in service projects.

• View Portal, Queues, Reports, and SLA Metrics: Access to service project portals, issue queues, reports, and Service Level Agreement (SLA) metrics.

• Manage Issues: Ability to view, add, edit, and delete customer-facing and internal comments on issues.

• Add Customers: Ability to add customers to a service project.

• Knowledge Base Management: Ability to view, create, and manage content in the knowledge base.

• Manage Customers and Organizations: Ability to manage customer accounts and their associated organizations.

Example Use Case:

• Agent License: Typically used by service agents to process user onboarding, additional project access, platform registration requests, etc.

5 Confluence License Holder:

Confluence User Roles:

• Confluence User: A basic role for users who need access to Confluence for viewing and editing content.

  • Permissions:

    • Browse Spaces: Ability to view spaces and the pages within them.

    • Create and Edit Pages: Ability to create and modify pages.

    • Add Comments: Ability to add comments for feedback and discussion.

    • View Attachments: Ability to view files attached to pages.

• Confluence Administrator: An elevated role for users who manage the overall Confluence environment.

  • Permissions:

    • Administer Confluence: Configure settings and manage users.

    • Create Spaces: Create new spaces for teams or projects.

    • Manage Permissions: Manage space and page permissions.

    • Delete Pages: Delete pages and spaces.

    • Manage Templates: Create and modify page templates.

    • Export Spaces: Export space content for backup or migration.

• Space Administrator: A role within specific spaces for more control over content.

  • Permissions:

    • Manage Space Permissions: Set permissions for users within the space.

    • Add and Remove Pages: Create, edit, and delete pages.

    • Organize Content: Manage the structure of the space, including moving pages.

• Confluence Cloud Editor: For users engaging in real-time collaboration.

  • Permissions:

    • Collaborative Editing: Edit pages simultaneously with other users.

    • Inline Comments: Provide feedback with inline comments.

    • Version Tracking: View and revert to previous versions of pages and files.

Key Confluence Features

• Collaborative Editing: Confluence allows multiple users to edit documents simultaneously, enabling real-time collaboration on meeting notes, project plans, and other documents.

• Inline Comments: Users can provide feedback directly on pages and attached files, facilitating discussions and clarifications during the editing process.

• Templates: Confluence offers a variety of ready-made templates to streamline documentation, ensuring consistency and best practices in format and structure.

• File Editing: Users can edit attached files with desktop applications (Cloud only), which automatically uploads the updated version back to Confluence, keeping documents up-to-date.

• Version Control: Confluence automatically tracks changes made to pages and files, ensuring users are always working on the latest version and can easily revert if needed.

• Mobile Collaboration: Users can access Confluence from mobile devices, allowing them to track team activities, provide feedback, and collaborate from anywhere.

• Organized Workspaces: Spaces can be created for different teams, departments, or projects, helping to keep information structured and accessible.

• Blogs and Discussions: Users can share updates and announcements through blogs, fostering communication and engagement within the organization.

• Granular Permissions: Confluence allows for detailed permission settings at three levels—Global, Space, and Page—enabling organizations to control who has access to what content.

• Sharing and Notifications: Users can subscribe to content changes, receive email notifications, and share pages directly via email or RSS feeds, ensuring everyone stays informed.