Configure Dashboard Folders

This feature is restricted to Jira Administrators and Dashboard Folder Plugin Administrators only

This is the main page to configure the Folders and the Dashboard within the Folders.

Navigate to Dashboard Folders

Click Settings → Issues on the top right hand corner
Click Dashboard Folders under Dashboard Folders Configuration section on the left panel

Alternatively, you can use the keyboard shortcut if you are Jira Administrator:

The main Dashboard Folders page allows the admin to:

S/N	User Action	Description
1	Toggle Dashboard	Toggle button to display the list of Dashboard for each folder
2	Toggle Permission	Toggle button to display the "Viewer" permission for each folder
3	Add Folder	Adds a sub-folder to the current selected folder Refer to Add/Edit Folder
4	Edit Folder	Edit the current selected folder "Name" and "Viewer" permission Refer to Add/Edit Folder
5	Manage Folder	Manage the Dashboard in the current selected folder Refer to Manage Folder
6	Delete Folder	Delete the current selected folder

From each Folder, administrator can add new sub-folder to it or edit the details of the existing Folder (except for the "Home" folder).

Field

Description

Folder Name

The name of the Folder.

Folders will be displayed in the natural sort order of the Folder Name.

Tip: try prefix the Folder Name with a number to order them differently

e.g. 1. General, 2. Teams, 3. Departments

Viewers

This is the selected list of viewers that can view this Folder.

Refer to Select Viewers field below on how to select the list of viewers.

For groups/project roles, click on the × icon on each label to remove the selected group/project role.

Select Viewers

Select the permissible groups of user that can view this Folder.

If a folder is not visible to a user, all it's sub-folders will also be hidden from the user
Visibility of the Dashboard in each Folder will still adhere to the viewer permission set on each Dashboard
A folder will not be shown to user if it has no visible Dashboard or sub-folders within it

Refer to the next table for the different types of Viewers.

Folder Viewers can be set to one of the following types:

Type	Description
Private	This is the default type Only Jira Administrators and Dashboard Folders Administrators can view
Public	This allows anyone to view the Folder, including users that are not logged in For users not logged in: this is only applicable to Jira instance set to "Public" mode and the Folder contains Dashboard shared to the public
Logged in users	This allows any logged in user to view the Folder
Shared to Group/Project	This allows user in the selected group(s) and project role(s) to view the Folder After selecting the group(s) or project role(s), click on "+ Add" button to add the selection to "Viewers" For Dashboard Folders Administrators, they can only add/remove Group(s) that they belong to Project(s) where they have browse or administrator permission for

From each Folder, administrator can edit the Dashboard within it.

Field

Description

Dashboard

The Dashboard to be filled into the current Folder

Alias Name (Optional)

An alias name for the Dashboard within the current Folder

This alias name will appear in the top menu bar Dashboards dropdown and also on the side bar when viewing a Dashboard

The Dashboard will be sorted automatically in natural order by alias name (if applicable) followed by Dashboard name

An alias name can help to:

simplify Dashboard name without changing the actual Dashboard name
promote generic Dashboards that are placed into multiple Folders using different alias name that are relevant to the Folder
reorder the Dashboard position – actual Dashboard name is shown in brackets

Without Alias Name	With Alias Name

Remarks (Optional)

Allows administrator to leave a short note to other administrators

This field has a character limit of 255 characters