Refined for Jira – the clever way to design your customer portal

Refined for Jira by Refined
Refined for Jira by Refined

The app “Refined for Jira” from the eponymous manufacturer Refined offers users the option to design their customer portal in Jira (Service Desk) according to their own wishes. This includes not only a color adjustment, but also the structure of the topics and the view of the content to be displayed.

Functionalities

The functions described below are carried out in Refined for Jira Administration. Here, pages and categories are created, removed or simply organized.

You build the customer portal according to a certain structure:

Site Builder

There is a difference between building pages for a Jira Core/Software and a Jira Service Desk instance.

When using Jira Core / Software, or even in combination, no pages are created at the beginning, they all have to be created completely manually. With Jira Service Desk there is always a global Jira Service Desk page which is equivalent to the default Help Center. This page contains all newly created projects.

If the global Jira Service Desk page is activated, this means that each Service Desk portal is activated in Refined and therefore has the same design.

The different structures are created in the page building set: Category → Below this there are either additional categories, links or Jira Projects.

Customer portal view:

Themes & Styles

Behind this menu item there is another design tool. Beside the standard ready-made themes & styles, you can also create your own design or import an existing one.

For example, the start page of the customer portal can have a relatively neutral company-related appearance, but the IT support area can have a completely different one.

Basically you can let off steam when creating your own theme and work through it step by step using the creation tool.

It starts with the main appearance in which style the theme should be designed. Then you design the portal, the request types and, if necessary, extras.

On each layer, colors and background images for headers and footers, shadows of areas or boundary lines can be set individually. Colors are selected either via the color palette or with an appropriate color code, e.g. in hex codes.

As another technical highlight, Refined offers the possibility to add your own customizations as HTML or CSS. However, it should be noted that these customizations are not supported by Refined Support.

Design modules

Modules are used to display the contents on a page. These are divided into the following categories:

These modules can be positioned anywhere on the pages in the individual sections and columns. Each module can be configured separately and thus adapted to the needs.

Permissions

The Site Builder is used to set permissions for individual pages, categories or sections to ensure that users are only shown relevant content. Pages can thus be unlocked for the following users:

  • anonymous users
  • logged in users
  • user groups

When assigning permissions, however, it must be ensured that these do not overwrite the view permissions in the Jira Service Desk. These must still be configured in Jira.

Announcement Banner

In order to communicate important information directly with the users, a so-called announcement banner can be placed. This appears at the very top of the page, so that it immediately catches the eye of every user. It can be differentiated whether this banner is to be displayed globally or only on special pages, categories or service desk portals.

The banners are divided into three different types: Warning, Alert and Info. The appearance of each one can be freely defined, for example via CSS, to match the company’s colour scheme.

Costs

The smallest license starts at $10 for 10 users. Larger licenses are more expensive per person, but from 2000 users on it becomes cheaper again.

Technical Data

Refined for Jira is available for both servers and data centers. Cloud instances, however, cannot be visually customized.

Conclusion

A great tool which can be used with the help of the design elements even without programming knowledge and thus already offers a great added value. Content is displayed in a clean, orderly and well-structured way and the user can quickly find his way around, even if the customer portal manages several areas, projects and sub-pages.

Author: Katharina Knispel

Katharina is a consultant at Honicon GmbH and has been working with products like Jira and Confluence from Atlassian for about 7 years. First points of contact were also from the user's point of view and the client. Due to her personal interest in the further development of processes, optimization and digitalization, she switched to the service provider side and thus started to consult customers around these topics.