How to share a project with an external client

[Jose Santiago Castaño]

I have the need to share a project to a client with all the information about it: Backlog, Sprints, Roadmap, Reports, etc.

But that he cannot modify anything, only for review and he has a better understanding of the project, in addition, that he cannot access the other projects, filters, panels, applications, etc.

Help!

[Pramodh M · Accepted solution]

@Jose Santiago Castaño 

Welcome to the community 🙂

If you are okay with spending the license even with external client, you can configure the permission schemes in order to just give the read permission (browse project permission) to external clients and this will work

If you are not okay with spending the license you need export the issue data in CSV format, roadmaps with image format and then share it with external client

Let me know if you have query

Thanks,

Pramodh

[Jose Santiago Castaño]

@Pramodh M 

Thank you very much for the welcome to the community, I will be leaving my questions and contributing what I can :)

The answer you gave me to my query is very clear, although there is no other way to do it?

Could you briefly give me information on how anonymous access works? and in this case it would not help?

[Jose Santiago Castaño]

And if I add one more user to call "External Client" I give him his roles, permissions and others... That same user could be used for different clients, could it?

[Bastian Stehmann]

Hi @Jose Santiago Castaño ,

Anonymous access will probably not help here, as it is really Anonymous, meaning everybody who knows/finds your jira will be able to access it. So this is probably to much access. 

Then there is no other way then spending a license.

If you create an Atlassian account and grant this account read access, everybody who can login with that account can access your site.

But I'm not sure if such an account is within the license / terms of use.

[Ananjan_miniOrange]

Hello @Jose Santiago Castaño 

This is a very genuine use case and If you still haven't found the solution to your question, allow me to guide you further on this. 

We have a solution which will possibly cater to your requirements. Share Jira with External Users will fulfill the use case just the way you want!

You can share projects/tickets with unlicensed users hassle-free. I would recommend you give this solution a try and explore its functionalities. 

In case of any questions please feel free to raise a ticket here or contact us directly at atlassiansupport@xecurify.com. 

Best Regards,

Ananjan Mishra