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Global Guest Facilitation

Unverified users (users who are yet to connect their Jira account) can now create, take action and comment on Jira tickets using this feature. The HelpDesk administrator can authorize a Jira account for guest facilitation at Slack Workspace level.

Setting up Global Guest Facilitation

The Help Desk administrator can set up global guest facilitation by following the steps mentioned below:

Step 1: Open Troopr Web App > Help desk > Connection

Step 2: Under the Global Guest Facilitation section > Click Authorize

The administrator can also remove authorization by clicking on 'Remove Authorization'.

Guest user restrictions

Guest user restriction feature would be available only if Global Guest facilitation is authorized. In guest user restrictions, administrator can allow only selected users to have access to Jira projects or block selected users in the workspace to take no action on Jira projects. The users who are blocked will not be able to create and update (comment and change status) on Jira issues. Likewise, only the users who are allowed, would have all privileges to create and update (comment and change status) on Jira issues.

Document image


Steps to customize:

Step 1: Go to Troopr web app https://app.troopr.io using Slack SSO.

Step 2: Click on ‘HelpDesk’ on the left side panel and choose ‘Connections’.

Step 3: Scroll down to ‘ Global guest facilitation’. 

Step 4: Enable ‘Guest user restrictions’

Step 5: Click on ‘Edit’, choose between ‘Block’ or ‘Allow’ selected users

Step 6: Choose the users from the dropdown and save. 

Guest project restrictions

Administrators can allow or block Jira projects for use by guests by accessing this feature. By using this feature you can decide what project(s) issues can be used by guest users present in the channel. If certain project(s) are blocked, then guest users cannot view or take any action on those Jira project(s). If certain project(s) are allowed, guest users can create issues in only those project(s).

Document image


Steps to customize:

Step 1: Go to Troopr web app https://app.troopr.io using Slack SSO.

Step 2: Click on ‘HelpDesk’ on the left side panel and choose ‘Connections’.

Step 3: Scroll down to ‘ Global guest facilitation’. 

Step 4: Enable ‘Guest project restrictions’

Step 5: Click on ‘Edit’, choose between ‘Block’ or ‘Allow’ projects

Step 6: Choose the projects from the dropdown and save. 

Guest bot restrictions

Similar to guest user and project restrictions, Troopr also supports ‘Guest bot restrictions’. Administrators can allow or block guest access to specific bots using this feature. 

Document image


Steps to customize:

Step 1: Go to Troopr web app https://app.troopr.io using Slack SSO.

Step 2: Click on ‘HelpDesk’ on the left side panel and choose ‘Connections’.

Step 3: Scroll down to ‘ Global guest facilitation’. 

Step 4: Enable ‘Guest bots restrictions’

Step 5: Click on ‘Edit’, choose between ‘Block’ or ‘Allow’ users

Step 6: Choose the Bot users from the dropdown and save. 

Points to Note:

👉 Any comment posted by guest users on threads, will be added using Facilitator's Account on behalf of the guest user. 👉 Users with verified accounts will continue to use their own accounts for Jira activities in the channel. Guest facilitation will be fallback for unverified users only. 👉Without guest facilitation , users can only create requests by emoji creation and auto create action. But with the updated global guest facilitation, users will have all privileges similar to a mapped user. 👉Channel level default will be given priority. If there are no channel level defaults for guest facilitation, then the global guest facilitation preference would be taken into account.

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TABLE OF CONTENTS
Setting up Global Guest Facilitation
Guest user restrictions
Guest project restrictions
Guest bot restrictions
Points to Note:
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