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What is best way to provide an external client view only access to a JIRA dashboard?

Chris Rausch March 27, 2025

I want to grant an external user (without a license) the ability to view our JIRA projects dashboard. 

 

If the only way to do it is through a license then we can go that way.

 

I tried sharing the dashboard by adding a user with view only access and entering their email.  

I've also granted them a license and that did not work either.

 

Please advise.

 

4 answers

0 votes
Aron Gombas _Midori_
Community Champion
March 28, 2025

You can export your dashboard to PDF and share the PDF file with your external party. Even better, you can automatically email the dashboard exported to PDF every day (or by your preferred schedule).

The document will look something like this:

jira-cloud-pdf-export-dashboard-project-status-report.png

You can export using the Better PDF Exporter app and automate the process with Better PDF Automation.

(Discl. it is a paid and supported app developed by our team. Free for 10 users!)

0 votes
Eduardo Anflor - MindPro
Atlassian Partner
March 27, 2025

Hi, @Chris Rausch 

Welcome to the community.

Today, Jira does not have this ability out of the box; you would need your external users to have a license to access this data.

If you have JSM and are open to a marketplace solution, I recommend Mindpro Insights. I work at Mindpro, and I believe the app can help with your use case.

The app allows you to create easy-to-use dashboards, and you have many available gadgets to choose from, including custom gadgets. The gadgets are interactive, so you can filter the entire dashboard when you click on a chart segment. 

You can share dashboards internally or with the customers you want:

 

Screenshot 2025-03-27 at 18.34.08.png

 

 

Screenshot 2025-03-27 at 18.34.24.png

 

When the customers access the portal, they will see an option to select the dashboards: 

 

Screenshot 2025-02-12 at 16.12.45.png

 

The system will allow the customers to select among dashboards they have permission to view (the app also respects Jira project permissions):

 

Screenshot 2025-03-27 at 18.35.04.png

 

I hope that helps.

 

Regards,

Eduardo

0 votes
Trudy Claspill
Community Champion
March 27, 2025

Hello @Chris Rausch 

Welcome to the Atlassian community.

The alternative to giving the user a license is to use a third party app to share the dashboard with unlicensed users.

This post has a reply that mentions such an app. I have never used the app, so have no standing to recommend it.

https://community.atlassian.com/forums/Jira-questions/Dashboard-View-Access-without-License/qaq-p/2006280

There may be other apps that offer comparable functionality. You can check the Atlassian Marketplace - https://marketplace.atlassian.com

Chris Rausch March 27, 2025

Ok thanks.

0 votes
Murat Seven
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March 27, 2025

Hi @Chris Rausch 

Welcome to the Atlassian Community!

To grant an external user the ability to view your Jira projects dashboard, you will need to provide them with a Jira license.

After this, the dashboard is shared with the specific user. You can do this by editing the dashboard's sharing settings.

share your dashboard

 

If the answer helps, please accept the answer.

 

Best regards,

Murat Seven

 

 

Trudy Claspill
Community Champion
March 27, 2025

Hello @Chris Rausch 

You also have to share with the user and Filters that are being used by the dashboard gadgets, and grant them at least Browse Projects permission to any projects that are referenced by the filters or projects specified in the gadget configurations.

Chris Rausch March 27, 2025

Is it possible to not grant browse projects permissions and only give them view access to the dashboard?

Murat Seven
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
March 27, 2025

@Chris Rausch ,

There are open Feature Requests for that here:
https://jira.atlassian.com/browse/JSDCLOUD-5428

https://jira.atlassian.com/browse/JSDCLOUD-1536

 

The closest you could get is to subscribe to a Filter that's on the Dashboard, then forward that to the relevant customers.
But that's not nearly the same thing, sadly

 

Best,

Murat

 

Chris Rausch March 27, 2025

Ok thanks!

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