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Client Details and Integrations

The client Details page contains settings beyond basic profile information, including Jira integration, severity SLA mapping, and email configuration.

Accessing Client Details​

Open a client and click Details in the section navigation.

Client details

Email Recipients​

When Receive Emails is enabled for a client, the email recipients list determines who receives automated notifications for:

  • Project status changes (planned, active, paused, completed, canceled)
  • Finding status changes
  • Form submissions
  • Finding comments

Add or remove email addresses from the recipients list on the Details page.

Client email section

Jira Integration​

Dossier supports per-client Jira integration for creating issues from findings.

Connecting Jira​

Step 1: Open the Jira section on client Details​

Scroll to the Integrations section on the client Details page.

Client details jira section

Step 2: Click Connect to Jira​

You are redirected to Atlassian to authorize the connection. After authorization, you are returned to Dossier.

Step 3: Configure project mappings​

Map Dossier projects to Jira projects so issues can be created in the correct Jira project.

Jira project mapping

Step 4: Configure severity SLA mapping​

Define how Dossier finding severities map to Jira priority levels. This table controls the priority assigned when a Jira issue is auto-created from a finding.

Jira project mapping config

Creating Jira Issues from Findings​

Once connected, you can manually create a Jira issue from any finding's detail page using the Create Jira Ticket button. When a finding's status changes to Open and no Jira link exists, Dossier can automatically queue issue creation if the integration is active.

Finding view jira section

Disconnecting Jira​

From the client Details page, click Disconnect in the Jira section to remove the integration.

warning

Disconnecting Jira does not delete existing Jira issues. Finding links to Jira will stop working until you reconnect.

Severity SLA​

The severity SLA table on client Details defines the expected remediation timeline for each finding severity level. This is used for reporting and can influence Jira priority mapping.