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How to open share configuration

After creating an External Share Link, you can directly configure the options in the share preview window.

If you are unsure how to begin, check out step-by-step guide: Getting Started

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  1. Share URL: The link URL to view the Jira content

  2. Share Configuration: Set up options for General, Permissions, Security, Custom Fields, and Extensions categories.

  3. Preview: By clicking the preview, you can see how changes you made and settings are applied in real-time.

  4. Send via email: Opens an Outlook window for sending emails. Refer to the Email communication for additional details.

Below is an overview of the Share Configuration options and how to customize them.

General

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General tab allows you to edit and define the core settings of the external share link.

Name: The link name is for internal reference only and will not be shared with the external link.

Description: The description is also for internal use and will not be visible in the shared link.

Use Public URL: The link name value will be used to prepare named link

Enable share: if disabled, external user won’t be able to access the link.

Project: Select the project you want to share externally.

Share type : Choose the share type—Issue, Board, Filter, or Timeline. Based on your selection, additional configuration options will appear.

Adjust issue layout : Choose a customized layout, which can be set up in global settings.


Permissions

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This section allows you to define what information and actions are accessible when sharing a Jira issue via a link for external viewers.

Adjust share permissions

This set of options defines what information and actions are available when sharing a Jira issue via a link (for external viewer)

Users with access to the shared link can view existing comments, attachments, linked issues, sub-tasks, status, changelog, approval. Also, depends on giving permission to external viewer, the person can change the issue summary, description and create an issue.

For parent-level configurations, these settings can be managed directly in Project Configuration.


Security

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Enable password protection : Set a password to restrict access to the shared content. Only external viewers with the password will be able to access the external share.

Set link expiration time: Define an expiration date and time for the link by clicking the calendar icon.

Require SSO : Enable corporate SSO for added security. Follow the [SSO Documentation] for setup instructions.

Share with specific emails or domains: Specify individual email addresses or email domains to restrict access. Only users with the listed emails or belonging to the specified domain will be able to view the content.

Display comments with restrictions: On Jira Server, comments can be restricted to specific roles or groups. These restrictions will apply to the shared content.


Custom fields

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You can select custom fields to display on the shared link, such as status category changed, sprint, epic name, project, and more.


Extensions

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Manage integrations with extension plugins directly from the Global Settings. Common examples include:

  • Smart Checklist

  • Issue Checklist for Jira

You can enable these extensions globally to enhance functionality.

https://docs.warsawdynamics.com/content/51354/external_share_for_jira_documentation/116196340/143982637

https://docs.warsawdynamics.com/content/51354/external_share_for_jira_documentation/116196340/143982607

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