How to add Jira to Dropbox Dash

You can add your organization’s Atlassian Jira account to Dropbox Dash so you can access and search your Jira issues by title and metadata directly within Dash. By syncing your Jira account with Dash, you’ll get quick access to your content and answers with a single click. 

API permissions

When adding Jira, Dash requests the following authorizations:

• Access your data offline: This permission allows Dash to keep your Jira data up to date in the background, even when you're not actively using it.
• View your profile information: This permission lets Dash identify who you are in Jira and tailor search results to your permissions and identity.
• View issues and work logs: This permission enables Dash to index your issues and work history, so you can search across tasks and tickets.
• View project details: This permission allows Dash to index Jira projects.
• View board configuration: This permission allows Dash to index Jira boards, sprints, and epics for search.
• View users and their roles: This permission ensures Dash displays only what each user has access to.
• View group memberships: This permission helps Dash verify group access restrictions when showing Jira content in search results.
• View avatars: This permission is used to display avatars within search results.

Overview of setup

• Step 1: Create an admin service account with Org Admin role in Jira.
• Step 2: Add Jira to Dropbox Dash using the service account.

Service account requirements

To add Jira to Dash, a Jira admin must authenticate and authorize a company-level integration between Jira and Dash. For better security and to prevent issues with the Jira and Dash integration (like if an admin leaves), it's recommended to create a non-human admin service account in Jira for this integration.

How to create a service account in Jira

1. Log in to Atlassian Administration with your admin credentials.
2. Click Directory.
3. Click Invite users.
4. Enter the email address for the service account user in the Invite by email address… field.
5. Select the product access: Jira Software
6. Click Invite users. 
   • You’ll be returned to the Atlassian admin page for Users and should see “svc-dropboxdash-atlassian-jira” as an invited user.
7. Open the email account for the user “svc-dropboxdash-atlassian-jira” and locate the invitation to Jira.
8. Click Accept Invite.
9. In the pop-up window, enter “svc-dropboxdash-atlassian-jira” in the Full name field.
10. Enter a new password in the Password field.
    • Note the password somewhere safe, such as your password management vault.
11. Click Continue.
12. You'll be asked to select a role that best describes your team's work. Select an option appropriate from the dropdown menu, then click Finish.

How to add the org admin role to the service account

1. Log in to Atlassian Administration with your admin credentials.
2. Click Directory > Users.
3. Find the service account, then select their avatar or Show details.
4. Click More actions () at the top of the page, then select Assign org admin role.
5. Click Assign role to confirm.

How to add Jira to Dash using a service account

1. Log in to dash.ai using your admin credentials.
2. Click your avatar (profile picture or initials) in the lower left.
3. Select Admin console.
4. Click Dash in the left sidebar.
5. Click Apps.
6. Click the More apps tab.
7. Click ①Add to the right of Jira.
8. Click Continue.
9. Complete the Atlassian login steps with your svc-dropboxdash-jira service account, then click Accept. 

10. Click the Your apps tab.

You should now see Jira.