Permissions & Access
How Access Works
Dashboard Templates, Charts, Graphs & Reports for Jira does not have its own user role system. Access is governed entirely by Jira's existing permissions:
| Access Level | How It's Determined | What Users Can Do |
|---|---|---|
| Dashboard Owner / Editor | Jira dashboard share permissions | Add, edit, and remove gadgets; save configurations |
| Dashboard Viewer | Jira dashboard share permissions | View gadget data; use Dynamic Filter Controller filters |
| Jira Admin | Jira site admin or project admin role | Access Admin Settings; enable/disable features and data sources |
Jira Dashboard Permissions
Gadget access is tied to Jira dashboard permissions:
| Permission | Who Sets It | Effect |
|---|---|---|
| Owner | Dashboard creator | Full edit access |
| Can Edit | Dashboard owner shares with individuals or groups | Can add/edit/remove gadgets |
| Can View | Dashboard owner shares with individuals or groups | View-only; can interact with filters but not edit gadgets |
To share a dashboard: open the dashboard → click Actions (•••) → Share → add users or groups.
Data Access (What Charts Can Show)
Charts and tables only show Jira data the current user can see. If a user does not have "Browse Projects" permission for a project, issues from that project will not appear in their charts - even if the gadget is configured with that project as a source.
This means:
- Sensitive projects are automatically excluded for users without access
- No special configuration is needed to enforce data security
- Jira's native permissions are the single source of truth
Admin Settings Access
Admin Settings are only accessible to Jira site administrators or project administrators. Regular users cannot change global export settings, feature toggles, or data source restrictions.
To open Admin Settings:
- Log in as a Jira administrator
- Go to Apps in the top navigation
- Open the Custom Charts & Dashboards app
- Click the Admin page
How to Request Access to a Dashboard
If a dashboard is not shared with you:
- Contact the dashboard owner (shown in the dashboard header)
- Ask them to share the dashboard with your Jira user or group
- The owner can set view or edit permissions
There is no self-service request form - access is granted by the dashboard owner.
Gadget Export Permissions
If export buttons (PNG, PDF, CSV) are missing or disabled:
- Check with your Jira admin - export may be disabled globally in Admin Settings
- The admin can re-enable it under Admin → Customization Options → Allow direct export