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What are project roles in Jira Service Management?

Jira Service Management has various roles based on a combination of licensing, global permissions and project permissions.

Roles in Jira Service Management

In real life, people play different roles in your service project. Your team may have an IT manager who reports on your team’s progress, or you may work with consultants or contractors.

In Jira Service Management, project roles allow you to fine-tune how people access and interact with your service project. Different roles may need a limited amount of access to the content of your team’s work. Or, you might want to limit what they are able to do in your service project. For example, you may want to allow only your team’s IT manager to create the queues that your agents work on. Or, you might want to prevent a consultant from changing a request’s status.

Project roles enable project administrators to associate users with a particular function and set up similar permissions or restrictions for them.

When you sign up for any Jira product, the administrator role is automatically created, along with project roles specific to each product.

After this, Jira administrators can define and manage these project roles. Project administrators can assign different people in their service projects to these defined project roles. Learn more about managing project roles.

Administrators

Project administrators are licensed users who set up the service project and manage users.

Project administrators for your service project can: 

  • access all features in Jira Service Management

  • manage users and roles in service projects

  • set up portals, request types, queues, reports and SLAs

  • perform all tasks that agents can

Service Desk Team

Agents

Agents are licensed users who work on customer requests and add customers to the service project who can

  • view the portal, queues, reports and SLA metrics within a service project

  • view, add, edit and delete customer-facing and internal comments on issues

  • add customers to a service project

  • view, create and manage content in the knowledge base

  • manage customers and organizations

Learn how to add an agent to your service project.

Collaborators

Collaborators are a specific type of licensed users in your Jira site whom agents in Jira Service Management work with. They usually belong to internal teams in your organization and they occasionally assist agents with customer requests by making internal comments. For example, developers who help support staff analyze a bug and add a comment that explains the cause and any workaround available. 

To be a collaborator, the user should be added to the Service Desk Team role in your service project.

JSM project roles

Collaborators can:

  • view issues, comments and attachments

  • add attachments and delete their own attachments

  • add internal comments to issues and delete their own comments

  • watch and vote for issues

  • view other watchers and voters

These are the only permissions a collaborator can have and if admins try to give the collaborator additional permissions, they won’t be supported due to their role limitations.

Learn more about the best practices when collaborating with teams in other Jira products.

Service Desk Customers

Customers are unlicensed users who send requests to your service project through the portal, email, or widget. For example, employees who raise requests to an internal service desk will have access to the portal with no product access to the project are usually internal customers.

Customers are added to the People page on your project settings when their accounts are created. Customers can have their accounts created by sending email requests, signing up from your help center, or being invited by agents and admins.

Customers can:

  • raise requests through the portal, email, or widget

  • track their requests in the portal

  • comment on their requests

  • read knowledge base articles

  • approve other customers' requests

  • share requests with other customers (if allowed by customer permissions)

Learn more on service project customers.

Stakeholders

Stakeholders are people who are not responders of an incident but can be updated about an incident’s progress to take precautions and actions. Agents can keep the stakeholders updated by adding them to incidents.

Stakeholders don’t need an agent license in Jira Service Management’s Premium and Enterprise plans. You can invite any number of stakeholders, without consuming agent licenses. On Free and Standard plans, only users with an agent license can be added as stakeholders of incidents.

While stakeholders have the same permissions as the customer role, this role can receive updates about an incident when they are added as a stakeholder of it.

Learn more about incident stakeholders.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

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