Step 10

Privacy, Security, and Team Collaboration

This explains how the add-on is designed for secure use within a team, ensuring that data access is always controlled and configurations can be shared safely.

A. Your Personal Jira Connection: A Secure Passport

Your connection to Jira is tied directly and only to your Google Account. Think of it as your personal, secure passport.

  • It's Yours Alone: When you connect to Jira, that authentication is stored securely with your Google user profile. It is never shared with anyone else, even on the same spreadsheet.

  • It Works Everywhere: Once you've connected, your "passport" is valid across any Google Sheet where you use the add-on. You won't have to reconnect every time.

  • Team-Safe: If a colleague opens a sheet you've set up, they will be prompted to connect with their own Jira account. They cannot use your connection, ensuring security and proper data permissions are always maintained.

B. The Sheet Configuration: A Shared Blueprint

While your connection is personal, the sync settings for a specific spreadsheet are saved with that sheet. Think of it as a shared team blueprint.

  • Collaborative Setup: The JQL query, field mappings, and metric calculations are saved for everyone to see and use. This allows your team to collaborate on building the perfect report.

  • Security First Syncing: When any user clicks "Sync Now," the add-on uses the shared blueprint (the sheet's settings) but fetches the data using their personal passport (their own Jira connection).

  • Permission-Based Results: This is a key security feature. If the sheet is configured to sync "Project X" but a team member does not have permission to view that project in Jira, the sync will fail for them. They can only sync data they are already authorized to see in Jira.

C. Automated Triggers: Secure and Accountable

Automated syncs are also designed with security in mind.

  • Tied to the Creator: When you set up a daily or weekly trigger, that trigger is linked to your personal Jira connection. The automated sync will always run using your permissions.

  • Visible but Not Editable: Your teammates can see that an automated trigger is active on the sheet and who created it, but they cannot modify or delete it. This prevents unauthorized changes to the reporting schedule.

  • Automatic Deactivation: If your access to Jira is ever revoked, the automated trigger will safely stop working, preventing any further data syncs.

D. How to Disconnect

Disconnecting equals logging out from the add-on. This doesn't delete the configuration, hence any other user using the add-on in a specific spreadhseet would still be able to see the configuration

  • You can disconnect by pressing the "Disconnect" button on the top of the add-on in any of the sidebar menu.

  • It Works Everywhere: Once you've disconnected, your "passport" is invalid across any Google Sheet where you use the add-on. So you only need to disconnect once.

  • Connecting back - You will be asked to re-authorize using Atlassian OAuth. Refere to Getting Started: Your Secure Connection to Jira.

E. How to Reset All Configuration

Resetting all configuration equals logging out from the add-on and resetting the configuration for the current sheet. This means any other user of the add-on in the specific spreadsheet would also see blank (a.k.a. fresh) configuration as if the add-on is used for the first time on the sheet.

  • Go to the Reset Page from the sidebar menu (☰) .

  • Click "Reset All Settings".