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14 changes: 12 additions & 2 deletions fern/docs/integrations/jira.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -60,7 +60,7 @@ After connecting, manage Promptless access by going to your avatar > Account set

## Project Setup and Permissions

After connecting Jira, you can configure which projects you'd like Promptless to search in when setting up a Project in the [projects page](https://app.gopromptless.ai/projects). Promptless will not search projects not specified here.
After connecting Jira, configure which projects you'd like Promptless to search in your [project settings](https://app.gopromptless.ai/projects). Promptless inherits the permissions of the Jira account used during OAuth connection and will only search projects you explicitly configure.

<Frame>
<img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/e3bdab51-fb59-4971-aaac-32ed7dddf07b-project-context-sources-configuration.png" alt="Project configuration screen showing context sources setup with Jira integration" />
Expand All @@ -84,7 +84,7 @@ Promptless queries Jira data in real-time and does not store any of your Jira da

## Provisioning a Jira Account for Promptless

We recommend creating a dedicated Jira account for Promptless so that Promptless can create Jira issues and you can track its work in your project management system.
We recommend creating a dedicated Jira account for Promptless so that Promptless can create Jira issues and you can track its work in your project management system. A dedicated account also gives you complete audit trail visibility and lets you configure fine-grained project permissions.

Create the account using an email alias like `your_email+promptless@company.com`, or ask your IT admin to provision a new email account like `promptless@company.com`.

Expand Down Expand Up @@ -132,6 +132,16 @@ Create the account using an email alias like `your_email+promptless@company.com`
## Troubleshooting

<AccordionGroup>
<Accordion title="How do I restrict Promptless from accessing confidential Jira projects?">
Promptless inherits the permissions of the Jira account used during OAuth connection. There are several ways to manage access depending on your security requirements:

**Standard approach:** After connecting Jira, configure which projects Promptless should search in your [project settings](https://app.gopromptless.ai/projects). Promptless won't access projects you don't explicitly configure, even if the connected account has permission to see them.

**For highly confidential projects:** Create a Jira user account that only has access to non-confidential projects, then connect Jira to Promptless using this limited-access account. This restricts access at the Jira permissions level, adding an extra security layer.

**For granular control:** [Provision a dedicated Jira account for Promptless](#provisioning-a-jira-account-for-promptless) and configure fine-grained project permissions for this account in Jira's user management before connecting it to Promptless.
</Accordion>

<Accordion title="Promptless actions are attributed to my personal account">
- Disconnect Jira from the [integrations page](https://app.gopromptless.ai/integrations)
- Sign out of your personal Jira account in your browser
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