About Jira Product Discovery
Transform product ideas into business impact.
Invite people to your Jira Product Discovery project
If you are a site administrator
Before you begin
Any user outside Atlassian that wants to request access to a Jira Product Discovery project must have an Atlassian account.
Users need to be given access to the site and the product.
Users then need to be given access to the project
Steps
Go to the admin page and select the site you want to invite people to with the switcher located at the top bar.
Go to Directory and select Invite users.
Add the email of the users you want to add and under Product, select the roles you want to assign to the users on each product. You can also play with group memberships.
When you’re ready, click Invite users.
The user will receive the following activation email.
Other ways to invite users
Invitation links
Anyone can use Invite links to get access to your site and start using a specific product. This is useful if you:
Want to get your team on-boarded quickly.
Work with contractors or clients who need fast access.
Once you have shared an invite link, anyone can use it to create a new account. For this reason, you should only share invite links with people you trust. As an added security measure, invite links automatically expire after 30 days. You can also turn off invite links at any time, rendering any old links invalid.
Steps
To send an invite link to someone:
Go to your site's Admin at admin.atlassian.com. If you're an admin for multiple sites or an organization admin, click the site's name and URL to open the Admin for that site.
Select Products > User access settings > Invitation links.
Select the checkbox for the product you want to create an invite link for. The invite link will appear below the checkbox. Users with the invite link will land in the product.
Copy the invite link and share it with users you want to give site access to.
New accounts created via invite links are granted default product access.
Approved domains
As an organization admin, you can verify your company’s domain to prove that you own all user accounts with that domain. Your company’s domain is everything that comes after the @ symbol in the email addresses of your users’ accounts. Learn more about domains.
You can approve domains to allow users to access your site quickly. New users who join with an approved domain are granted default product access.
You might want to use this to:
Approve your company domain so onboarding is easier for your employees.
Approve client domains so they can always get access.
Before you begin
Users on approved domains:
Must create an Atlassian account before logging in to your site.
Can access your site from an available Join site button.
Can access your site with or without an invitation.
Steps
To manage approved domains:
Go to your site's Admin at admin.atlassian.com. If you're an admin for multiple sites or an organization admin, click the site's name and URL to open the Admin for that site.
Select Products > User access settings > Approved domains.
Click Add domain, add your domain name and select the product role and how org admins get notified of new users.
Access requests
Users can request access to products on your site for themselves or for other users. When they do this, the site admin will receive a notification to visit the Access requests page to deny or approve the request.
Learn more about access requests
If you are a Jira Product Discovery project administrator
Users are assigned roles and each role has a list of permissions such as creating ideas, creating views, and so on. There are three roles by default but you can create custom roles.
Administrator (Creator) can do everything in the project. Administrator-specific permissions include creating fields, changing project settings, and adding users to the project.
Creator (Creator) can do everything in the project except use features requiring administrator-specific permissions.
Contributors can open the project in read-only mode and contribute using features turned on in the project: creating ideas or adding comments, insights, votes, or reactions.
Before you begin
You need to be a Jira Product Discovery admin to make the changes.
Beware that when you give someone a role, they inherit the role given by project access first and then, you can give them more permissions by adding them to the list below and granting a more generous project role.
In Open projects, everyone on your Jira site is given the default creator role.
In Limited projects, everyone on your Jira site is given the default contributor role.
In Private projects, only Jira admins and people you add to the project have a role.
Add a new project role
To create a new role go to Project Settings > Access.
Under Project roles select Manage project roles.
Select Create new role, choose the options, and click Create role.
Delete a project role
You can delete a role if you no longer need it in a team-managed project. For example, if you have two roles - lead and manager - that have the same permissions, you can delete one of these roles.
Before you begin
You can’t delete the default Administrator, Contributor, or Creator roles that come with your project.
Deleting a role in a team-managed project may impact:
Notifications. Learn more about notifications in team-managed projects.
Issue restrictions. Learn more about issue restrictions in team-managed projects.
Deleting a role doesn’t remove people with that role from the project. Learn more about removing people.
Steps
From your project's sidebar, select Project settings > Access.
Select Manage project roles.
Find the role you want to delete from the list and click (trash icon).
Enable contributors to create ideas
By default, contributors can’t create ideas, but creators can enable contributors to do so.
Steps
Open the needed Jira Product Discovery project.
Go to Project settings > Features > Create ideas > Allow contributors to create ideas.
Once the feature is enabled, contributors can create new ideas by clicking the Create button on the top navigation bar. They are prompted to write a summary and description of the idea. However, you can request additional information from the user by following the steps outlined in the next section.
Customize an idea form
You can configure the fields the users should fill in when creating a new idea. The customization of an idea form allows to capture all necessary information.
Before you begin
You need to be a Jira Product Discovery admin to make the changes.
Steps
To customize an idea form, open the needed Jira Product Discovery project.
Under Views, click + Create a view > Create a new list. Name your list, and then click Fields to select the ones you want to appear on the idea form.
Go to Project settings > Features > Create ideas.
Under Select a view, select a newly created view from the dropdown list, and then check what fields have been added to the idea form in the Preview form. You can also use a default view or other views from the list as they reflect the views available in your project.
Optionally, mark all fields as mandatory to fill in.
Under Select a template, select a template for the description field, or create a custom description template by clicking + Create a template.
Additionally, select Preview in project to check how users will see the idea form.
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