Portal Configuration

To edit a Portal Configuration:

  1. Log in as a user with the Project Administrator role.

  2. Navigate to Admin menu → Projects and search for the desired project.

  3. At Project settings section locate Portal Configuration tab.

Basic info

  1. Enter Portal name.

  2. Fill in Portal description (optional).

  3. Confirm with Save button.

  1. Click on Select Logo.

  2. Drag and drop the image or click Upload photo.

  3. Confirm with Save button.

     

Portal Sections

Portal Sections are grouped lists of Ideas displayed on the Portal main page. Grouping ideas into sections helps to organize the space and add more structure to your Portal.

There are 3 default sections (My ideas, Newest, All) which can be modified or removed from Portal.

Add new section

  1. Navigate to Portal sections.

  2. Click on '+' sign at the top right corner.

  3. Enter Section name. This name will be displayed in the Portal.

  4. Select Section type:
    Idea List - all ideas matching the JQL query will be displayed in the section.
    Top Results - selected number of ideas will be displayed.

  5. Define Section size:
    Small - first 3 ideas in a section will be displayed on the Portal main page.
    Large - all ideas of the section will be displayed on the main page.

  6. Write JQL query. Only ideas matching a given query will be displayed in current section.

  7. Limit JQL results (only for Top Results section type) - number of ideas to be displayed in the section.

  8. Click on the checkmark at the right corner to create a section.

  9. Confirm with Save button.

 

Edit a section

  1. Navigate to Portal sections.

  2. Locate the needed section and click on Edit button.

  3. Click on the checkmark at the right corner to confirm.

  4. Press Save button.

Remove a section

  1. Navigate to Portal sections.

  2. Locate the needed section and click on the Remove button.

 

 

Issue Type Configuration

Define what issue type will be treated as an Idea in the current project. By default, this is the Idea issue type and Idea Default workflow. Issue type can be changed to any other that is associated with Issue type scheme of the project.

Please note: if the default issue type for Idea is changed, you’ll have to adjust its workflow manually.

 

Portal Permissions

Portal Permissions allow you to define who will have access to the Idea Portal.

Important

In order to use Idea Hub users must have the following permissions:

  • Browse Projects

  • Create Issues

  • Edit Issues

Please make sure to grant these permissions to relevant groups/roles.

Access:

  • Anonymous access - access to Portal without an account.

  • Logged in users - all logged in users who have an account on the current Jira instance (it doesn't have to be a licensed one) and have access to the project.

  • Project role - only users who are added to a defined project role (by default - Ideation users).

Moderator - define which user or group of users will manage the Idea Portal. By default - Portal moderators.

Confirm with Save button.

Users can be added to Ideation users and Portal moderators roles at Users and roles tab.