ArdSaor

Filter Hygiene for Jira — Documentation

Filter Hygiene helps Jira admins audit and manage filter permissions at scale. Quickly identify overexposed filters, reassign owners in bulk, tighten permissions, and export audit reports—all from one place.

Supported Products

  • Jira Software (Cloud)
  • Jira Service Management (Cloud)
  • Jira Work Management (Cloud)
  • Works in both Company‑managed and Team‑managed projects

Permissions & Data

  • Required scopes: read:jira-work, read:jira-user, read:filter:jira, read:user:jira, read:group:jira, read:project:jira, read:project-role:jira, write:filter:jira, storage:app
  • Data handled: filter metadata (name, owner, sharing permissions) for auditing and bulk actions
  • Hosting: Built on Atlassian Forge (no external servers)
  • Storage: Minimal app storage for audit log entries

Installation

  1. Install from the Atlassian Marketplace (Jira Cloud).
  2. The app adds a Jira admin page: Filter Hygiene.
  3. Open the page from Jira Settings → Apps → Filter Hygiene.

Quick Start

  1. Open Filter Hygiene from Jira's Apps or Admin menu.
  2. Optionally enter search criteria:
    • Filter name: search by name (contains match)
    • Owner: filter by a specific owner
    • Visibility: filter by share scope (Any, Private, Project, Group, Global)
  3. Click "Scan" to search filters matching your criteria, or "Full scan" to scan all filters.
  4. Review results and take action on individual filters or select multiple for bulk actions.

Understanding Results

  • Risk indicator: Filters are flagged by risk level based on their share scope:
    • High risk: Globally shared (visible to all logged-in users)
    • Medium risk: Shared with projects or groups
    • Low risk: Private filters
  • Visibility: Shows the current share scope (Private, Project, Group, Global, or Mixed)
  • Owner: The user who owns the filter
  • Filter link: Click the filter name to open it in Jira

Bulk Actions

Select multiple filters using the checkboxes, then choose an action from the Actions dropdown:

  • Reassign Owner: Transfer ownership of selected filters to another user. Useful for offboarding or consolidating filter ownership.
  • Make Private: Remove all sharing permissions from selected filters, making them visible only to their owners. Filters that are already private are automatically skipped.
  • Remove Global Share: Remove only the global/logged-in share permissions while preserving project and group shares. Filters without global share are automatically skipped.

All bulk actions show a confirmation dialog with a preview of affected filters before execution.

Single Filter Actions

Click the "..." menu on any filter row to access quick actions:

  • Open filter: View the filter in Jira
  • Copy filter link: Copy the filter URL to clipboard
  • Reassign owner: Change the filter's owner
  • Make private: Remove all sharing (only shown if filter is not already private)
  • Remove global share: Remove global share (only shown if filter has global share)

Export to CSV

Export your scan results for reporting or offline analysis:

  1. Run a scan with your desired criteria.
  2. Click the "Export" button in the results header.
  3. A CSV file will download containing filter details (name, owner, visibility, URL).

Audit Log

Filter Hygiene maintains an audit trail of all bulk actions:

  • Click "Recent Activity" to expand the audit log section.
  • Each entry shows the action type, number of filters affected, success/failure count, and timestamp.
  • Use this for compliance reporting and tracking changes over time.

Best Practices

  • Start by scanning for globally-shared filters to identify the highest-risk items first.
  • Review filter ownership regularly, especially after team changes or offboarding.
  • Use the CSV export to create periodic audit reports for compliance.
  • Test bulk actions on a small selection before applying to many filters.

Troubleshooting

I can't see certain filters

  • Filter Hygiene respects Jira permissions. You can only see and modify filters you have access to.
  • Private filters owned by other users are not visible unless explicitly shared with you.

Actions fail with permission errors

  • You need appropriate permissions to modify filter ownership and sharing settings.
  • Jira admins typically have the required permissions.

Some filters show as "already in desired state"

  • This is expected. Filter Hygiene skips filters that don't need changes (e.g., already-private filters when using "Make Private").

Security & Privacy

  • Runs entirely on Atlassian Forge.
  • No customer data is sent to external services.
  • Only minimal metadata is stored: audit log entries for tracking changes.
  • All actions use the logged-in user's permissions, ensuring proper access control.

FAQ

Does it work with Jira Service Management?

Yes. Filter Hygiene supports Jira Software, Service Management, and Work Management (Cloud).

Will it delete filters?

No. Filter Hygiene only modifies ownership and sharing permissions. It never deletes filters.

Can I undo changes?

Filter Hygiene does not have a built-in undo feature. Review the confirmation dialog carefully before executing bulk actions. You can manually restore permissions if needed.

What happens to dashboards using modified filters?

Dashboards will continue to work if the dashboard owner still has access to the filter. If a filter is made private, dashboard users who aren't the filter owner may lose access to that gadget's data.

Support

Need help or have a feature request? Contact us via the Marketplace listing support link. Include your site URL and a short description of the issue.