Admin Settings
Control global app behavior for all gadgets - Custom Charts, Issue List, Dynamic Filter Controller, Time in Status, Pivot Table, Cumulative Flow Diagram, and WIP Aging Charts. Use Admin Settings to manage defaults, feature availability, allowed data sources, and support links for all users in your Jira site.
Where to find it
- Open Jira and go to Apps.
- Open the Custom Charts & Dashboards app.
- Open the Admin page.
- Use the tabs at the top to manage Customization Options, Features, Data Sources, and Support.
What Admin Settings control
- Global export access for PNG, PDF, and CSV.
- Default display values such as number format, decimal places, date format, and time unit.
- Feature availability for Issue List, Custom Chart, Dynamic Filter Controller, and Templates.
- Allowed data source types such as Projects, Saved Filters, Custom JQL, and Filter Controller.
- Support and documentation links for end users.
Admin Settings tabs
| Tab | What it does | Applies to |
|---|---|---|
| Customization Options | Sets global defaults for export and display formatting. | Custom Chart, Issue List |
| Features | Turns major app features on or off for the whole site. | All gadgets |
| Data Sources | Controls which source types users can select when building gadgets. | Custom Chart, Issue List, Filter Controller links |
| Support | Provides help, training, and documentation links. | All users |
Customization Options
This tab controls global defaults. These values help keep gadget behavior consistent across the site, especially when users create new reports.
Available settings
| Setting | What it does | Default | Notes |
|---|---|---|---|
| Allow direct export | Lets users export gadget content directly from the gadget menu. | On | If disabled, export actions should not be available to users. |
| Number format | Controls how large numbers are displayed. | 123,456.78 | Useful for keeping chart and table totals consistent. |
| Decimal places | Sets default decimal precision for percentages and calculated values. | 1 | Applied as the starting value, but users may still change it in gadget settings. |
| Date format | Controls how dates appear in supported gadgets. | 20 Jan 2025 style | Helps standardize date display across reports. |
| Time unit | Controls the default time unit used where supported. | Hours | Relevant for calculations and time-based reporting displays. |
Note: Customization Options are global defaults. They are meant to give users a clean starting point, but they do not replace every gadget-level display setting.
Features Tab
This tab controls which major app features are available. When a feature is disabled, users should see that the feature is unavailable instead of being able to use it normally.
Feature toggles
| Feature | What happens when enabled | What happens when disabled |
|---|---|---|
| Issue List | Users can create and use Issue List gadgets. | Issue List functionality is blocked for users. |
| Custom Chart | Users can create and use Custom Chart gadgets. | Custom Chart functionality is blocked for users. |
| Dynamic Filter Controller | Users can use the Dynamic Filter Controller gadget. | Controller-based filtering is blocked for users. |
| Templates | Users can open and apply built-in templates in supported gadgets. | Template buttons or template flows should be unavailable. |
| Time in Status | Users can create and use the Time in Status gadget. | Time in Status is hidden and unavailable. |
| Pivot Table | Users can create and use the Pivot Table gadget. | Pivot Table is hidden and unavailable. |
| WIP Aging Charts | Users can create and use the WIP Aging Charts gadget. | WIP Aging Charts is hidden and unavailable. |
| Cumulative Flow Diagram | Users can create and use the Cumulative Flow Diagram gadget. | CFD is hidden and unavailable. |
Data Sources
This tab decides which source types users can choose when configuring gadgets. It is useful when an admin wants to simplify setup, limit raw JQL usage, or guide users toward approved sources.
Available source controls
| Source type | What it allows | Used in | If disabled |
|---|---|---|---|
| Projects | Users can build gadgets from selected Jira projects. | Custom Chart, Issue List | Project source option should not be available. |
| Saved Filters | Users can use saved Jira filters as the source. | Custom Chart, Issue List | Saved filter source option should not be available. |
| Custom JQL | Users can enter their own JQL. | Custom Chart, Issue List, Filter workflows | Raw custom JQL should not be available as a source option. |
| Filter Controller | Users can connect gadgets to a Dynamic Filter Controller. | Custom Chart, Issue List | Controller reference source should not be available. |
Support Tab
The Support tab is an information area rather than a control panel. It provides users with quick access to help resources such as support tickets, training, quick-start material, and documentation links.
- Raise a support ticket.
- Schedule training.
- Open quick-start or documentation resources.
- Direct users to help without leaving the app context.
How Admin Settings apply in the app
| Area | How settings are used | Important detail |
|---|---|---|
| Custom Chart | Uses feature flags, source blocking, export control, and formatting defaults. | Admins can influence chart setup, but not every chart-specific display option. |
| Issue List | Uses feature flags, source blocking, export control, and formatting defaults. | Admins can control broad behavior, but not every table preference. |
| Dynamic Filter Controller | Uses feature flags and source-related controls. | Formatting defaults are less relevant here than in chart and table gadgets. |
| Templates | Controlled mainly through the global Templates feature toggle. | Admins can enable or disable template access, but cannot manage template content from Admin Settings. |
Note: Admin Settings work best as a global governance layer. They are strong for basic control and consistency, but they are not a full enterprise policy console.
Recommended admin practice
- Use Customization Options to set clean default formatting before users create new gadgets.
- Disable source types that your team should not use, especially Custom JQL if you want a simpler setup flow.
- Use the Templates toggle if you want to allow or block quick-start preset usage across gadgets.