Share plan with customer

[Jeff Matson]

I would like to share my Plan with an external customer.  I want them to be able to see the plan but only epics and above (Not dive down into every story) and not edit anything. 

[Mark Segall · Accepted solution]

Hi @Jeff Matson and welcome to the community!

This would be pretty complex to manage natively because Roadmaps do not provide this level of granular security.  You would need to do something like this:

• The user(s) would need to have a Jira license
• Grant BROWSE PROJECTS permission in the relevant project permission scheme(s)
• Establish issue level security with automation to set the appropriate security level to ensure nothing below the Epic is viewable by the external party

The more ideal path would be to leverage Confluence

• Create a plan view that is filtered to only show down to the Epic
• Under the share option, use the Generate Link function to create a Confluence-friendly URL
• In Confluence create a page and use the Advanced Roadmap Macro to show the desired roadmap view
• Adjust Space/Page permissions accordingly

[Jeff Matson]

Thank you I like that Idea!

[Jeff Matson]

It looks like:

1. The Jira Advanced Roadmap content is not loading in the page (User has Guest access to the confluence product) (User has no access to Jira) ("Access to Plan Deied Ask the owner to grant you access to this plan")

2. Can I create a "space" that allows (a user group with guest access) to view (One) confluence page, but not the rest of the confluence pages in the project?

[Mark Segall]

The Jira Advanced Roadmap content is not loading in the page (User has Guest access to the confluence product) (User has no access to Jira) ("Access to Plan Deied Ask the owner to grant you access to this plan")

You are correct that they must be logged in to view the plan and have view rights to the plan.  If you want anonymous access, you'll have to unfortunately go a manual route and create an image of the plan that you replace in Confluence.

Can I create a "space" that allows (a user group with guest access) to view (One) confluence page, but not the rest of the confluence pages in the project?

You have two ways to go about this:

1. Create a new space that's specifically for anonymous access.  If you have a need for mixed access, you could create links from your private space to the anonymous space so you're maintaining a single source of truth.
2. Add guest permissions to your space and create a tree for the private content with the parent page permissions set to be only visible to your internal users.  This would allow you to control visibility to the private vs public content.

[Jeff Hughes]

Advice to share on Confluence is repeated throughout the community pages.  However, its invalid because viewing the embedding Jira plan in Confluence still requires Jira access.  The initial point was to share with customers without Jira access.  So the proposed solution is not helpful.  

It's absurd that Atlassian doesn't provide a way to share plans with customers.