jira user roles, and permissions


All Jira applications allow a variety of permissions: from whether users can create new projects to whether a user can see a specific type of comment on an issue. For example, creating sprints, ranking issues, etc. What does the progress bar on my roadmap show? Add an approval step in team-managed service projects, Manage assets in your team-managed service project, Install an asset management app for team-managed projects, Link an asset to a request in team-managed projects, Delete an asset field in team-managed service projects, Uninstall an asset management app for team-managed projects, Hide an asset field in team-managed service projects, Support multiple languages in team-managed projects. What users and roles are there in Jira Service Management? Align cross-project release dates in Advanced Roadmaps, Manage Teams in your Advanced Roadmaps plan, Create and add teams in Advanced Roadmaps, Convert plan-only team to a shared team in Advanced Roadmaps, View and edit teams in your Advanced Roadmaps plan, Remove and delete teams from your Advanced Roadmaps plan, Associate a team to an issue source in Advanced Roadmaps, View and manage dependencies in Advanced Roadmaps. With team-managed service projects, your teams can manage their own work and process, without having to reach out to a Jira admin.

How do you set the time limit for reviewing normal changes? What are dependencies in Advanced Roadmaps? What are external sprints in Advanced Roadmaps? Plan and view cross-project work with Advanced Roadmaps. Depending on the complexity of your board's filter query, you may need further consideration when configuring the 'Manage Sprints' permission for users. Work in Jira Software Cloud team-managed projects. What notifications do my customers and team receive? What are Jira Service Management team-managed projects? Learn how to succeed in your role as a service project agent. Work in Jira Software Cloud agile projects. Which service project workflows help teams work better? What is a report series in team-managed service projects? How do date and time formats work in the issue view? add attachments and delete their own attachments, add internal comments to issues and delete their own comments. Agents are added to the Service Desk Team role in your service project. Configure columns and statuses in your team-managed project, Assign statuses and edit columns in a team-managed project, Manage columns and statuses in team-managed projects, View and understand insights in team-managed projects, Understand insights on the backlog in team-managed projects, Understand insights on the board in a team-managed project, Common Jira Software configurations for Advanced Roadmaps, Change your Advanced Roadmaps plan settings, How Advanced Roadmaps shows issues on your timeline. Use the change calendar to manage change requests. What can I do to help customers find the right request type? Organize your request types into portal groups, Involve the people who use your service project, Add your customers so they can raise requests, Add your service project agents to work on requests, Visualize trends in your service project with reports, Create a custom report for your service project, Permissions for your service project and Jira site, How customer access settings impact project permissions, Change access settings for your customers, Set up your service projects to meet compliance needs. Refine the dependencies report in Advanced Roadmaps, Enable warnings in your Advanced Roadmaps plan, Troubleshoot warnings on your timeline in Advanced Roadmaps, View the warnings center in Advanced Roadmaps, Change how Advanced Roadmaps displays your timeline data, Add, edit, and remove columns in Advanced Roadmaps, Filter issues on your Advanced Roadmaps timeline, Add color to issues on your Advanced Roadmaps timeline, Group issues on your Advanced Roadmaps timeline, Search for a specific issue on your timeline, Change how Advanced Roadmaps sorts your issues, Manage and delete views in Advanced Roadmaps, Show full hierarchy while filtering issues on your timeline, Review and save changes in Advanced Roadmaps, Discard changes made in Advanced Roadmaps, Troubleshoot warnings in Review Changes modal, Share and export your Advanced Roadmaps plan, Embed your Advanced Roadmap plan in a Confluence page, Embed your Advanced Roadmap plan on a non-Confluence page, Create a direct link to your Advanced Roadmaps plan, Export Advanced Roadmaps plan data as .csv, Set up the AWS SageMaker pre-trained model, Deploy AWS CloudWatch alarms with Bitbucket, Integrate Snyk into Atlassian Open DevOps. What are request types in IT service management? How are queues used in Jira Service Management? Create an automation rule to prioritize your incidents, Set mandatory fields to automatically prioritize incidents. What are team-managed and company-managed projects? Accept the invitation and join your service project team, Accept your invitation to be a service project agent, Learn the tools to work on customer requests, Dive into the issue view of a customer request, Talk to the customer or service project team members, Close a request when you finish helping a customer, Go to the issue view of a customer request, See how customers send requests to your service project, Give customers an email address to send requests to, Use your knowledge base to help customers self-service, Write knowledge base articles for your customers, Share articles with your customers from the issue view, Set up service project users to work on requests, Add people from Google, Slack, or Microsoft, Categorize customer requests into request types, Delete request types from your service project, Organize request types into portal groups, Customize the workflow statuses for a request type, Hidden fields and unsupported fields in request types. Use Jira Cloud on Apple and Android devices, Use Jira Cloud with other Atlassian products, Integrate Jira Cloud with Microsoft Teams, Start a new software project for your team, Learn how company-managed and team-managed projects differ.

This permission applies even if the sprint (that is to be started) does not include issues from all projects queried by the board. Get to know the main Jira Service Management features. Permissions are different from application access, which is controlled by groups that have Use access for an application. Go to Cloud Automation documentation | Why did we do this?

People and groups can be part of more than one role. This is described in more detail below. How do date and time formats work in the issue view? Create and plan work with Scrum and Kanban, Use the release page to check the progress of a version, Track and analyze your team's work with reports, Methods of calculating rolling average on the control chart, View and understand the cumulative flow diagram, View and understand the epic burndown report, View and understand the release burndown report, Plan effectively with your deployment frequency report, Manage and visualize your project on the roadmap view, Schedule work for kanban teams on your roadmap, Schedule work for scrum teams on your roadmap, Enable child-issue planning for kanban teams on the roadmap. Request approval from Change Advisory Board (CAB) members, Enforce an approval step for change reviews, Customize the default change management workflow, The incident management workflow for service projects, Default fields in the issue view of an incident, Link incident records to a task in another project, Customize your incident management workflow, Best practices for automatically prioritizing requests. For information on creating and using project roles, seeManaging project roles. Make an issue type compatible with an ITSM work category, Manage your request types and ITSM categories, Using work categories in IT service management projects.

How are usernames changing in Jira Cloud? Similar permission to creating a Version. Learn how to get started, enable features, and manage and administer team-managed projects. Jira Service Management has various user types and roles based on a combination of licensing, global permissions and project permissions. What do the symbols in Advanced Roadmaps mean? There are three types of permissions in Jira applications, and they range from the high-level to granular: Permissions can be assigned to groups or to project roles/and or issue roles. Your first stop for learning how to get started with Jira Service Management. Add a dependency from your timeline in Advanced Roadmaps, View a specific dependency on your timeline, View all of an issues dependencies on your timeline, Change how Advanced Roadmaps displays dependencies, Remove a dependency from your timeline in Advanced Roadmaps. Get started with Insight in Jira Service Management, Compare Insight in Cloud & Insight for Data Center/Server, How services work with Insight in Jira Service Management, Add users or groups to an object schema role, Remove users or groups from an object schema role, Add users or groups to an object type role, Remove users or groups from an object type role, Change the name or description of an object schema, Allow other schemas to reference objects from a schema, Change the name or description of an object type, Allow attributes to be inherited by object type children, Disable the ability to create objects within an object type, Enable quick creation of referenced objects, Validate object attributes in quick object creation, Filter attribute values using Insight Query Language, Validate attributes with regular expressions, Create a reference that includes child objects, View Insight objects directly from the issue view, Use Jira and Insight Query Languages with Insight, Use placeholders to replace information depending on context, Discover objects in your environment with Insight Discovery, Configure common settings in Insight Discovery, Configure pattern settings in Insight Discovery, Configure scan settings in Insight Discovery, Configure credential settings in Insight Discovery, Update Insight Discovery and the Insight Discovery collector, Configure the Insight Discovery collector, Object hash settings for Insight Discovery, Export data from Insight Discovery to Insight Cloud, Import objects into Insight in Jira Service Management, Prepare your data for importing into Insight, Automatically create object types and attributes, Create objects from data using object type mapping, Create attributes and references from your data, Create a parent and child hierarchy for your data, Migrate Insight Cloud to Insight in Jira Service Management, Merging Opsgenie with Jira Service Management. Board administration permissionscover functionality for changing the configuration of a board. What is the Dependencies report in Advanced Roadmaps? Configure a company-managed project as an administrator. Unlicensed users can interact with your service project for free. Show or hide dependencies on your roadmap, Create or remove dependencies on your roadmap. How do customers send requests to your service project?

Board permissionscan be divided into two parts board administration permissions and board usage permissions. Learn how to set up Jira Software Cloud and integrate it with other products and applications. How can I make my service request forms more effective? What is language support in team-managed service projects? Learn how to manage assets and configuration items with Insight in Jira Service Management. What are the different workflow rule types? How does Jira Service Management process email requests? For more informationon the impact of complex filters, and ways to simplify your filter query, seeUsing Manage Sprints permission for advanced cases. What are risk insights in change management? You'll see all the people and groups associated with each project role. Migrate between team-managed and company-managed projects, Configure how your board estimates and tracks work. How do when, if, and then statements work for automation? Learn how to configure your Jira Software Cloud company-managed projects to suit your agile development processes. Help customers as a service project agent. For example, developers who help support staff analyze a bug and add a comment that explains the cause and any workaround available. Manage and administer team-managed service projects. Learn how to add an agent to your service project. What is Insight in Jira Service Management Cloud? You need to be a Jira admin or board admin (to view the board configuration), In addition, you need to be a project admin for the one project that is on the board.

They usually belong to internal teams in your organization and they occasionally assist agents with customer requests by making internal comments. Learn how to use forms to gather more information from your customers and team.

What is advanced searching in Jira Cloud? Learn more about the best practices when collaborating with teams in other Jira products. Plan and view work across multiple teams, projects, and releases with Advanced Roadmaps. Choose your default email notification style, Disable team-managed notifications for internal users, Edit a team-managed customer notification, Set up how your customers access attachments, Choose how notifications display the email sender name, Customize the style of team-managed customer notifications, Customize internal notifications in team-managed projects, Send notification emails from your own domain, Set up a knowledge base in team-managed service projects, Link spaces from Confluence to your team-managed project, Manage permissions for your knowledge base, Restrict access to articles in team-managed service projects, Unlink Confluence spaces in team-managed projects, See how your knowledge base articles are performing, Give permission to link assets from help center, Use automation rules for tasks in team-managed projects. Add links to external resources in your portal, Customize the field layout of your issue view, About the issue view in Jira Service Management, Add, edit, or remove field tabs from an issue type, Configure the request form and issue view for a request type, Triage customer requests for your agents with queues, Add a new custom field to a service project, Add a conditional field to a service project, Request approval from approvers associated with a service. Change your service project's default language, Add, update or review translations for email templates, Help customers set their language preferences, Keep track of your team's items with asset management, Customer permission to link assets from the help center, Change the name of the linked asset field, Integrate your service project with other products and apps, Integrate Jira Service Management Cloud with Zapier, Connect Jira Service Management Cloud to AWS Service Catalog, Give your team access to additional features, Add Services, Alerts, and On-call to your navigation sidebar, Learn how company-managed and team-managed projects differ. Get to know your Jira Service Management project, Sign up for a Jira Service Management site, Quick reference guides for starting your service project. What are the different types of activity on an issue? Jira Service Management has licensed and unlicensed users. Add a preset automation rule in team-managed projects, Create a custom automation rule in team-managed projects, Edit an automation rule in team-managed service projects, Disable an automation rule in team-managed projects, Debug automation rules with log in team-managed projects, Manage approvals in team-managed projects. Get started with Jira Service Management for admins. How do single-project and cross-project releases differ? Permissions are settings within Jira applications that control what users within those applications can see and do. Add teams and releases to your Advanced Roadmaps plan, Create different views of your Advanced Roadmaps plan, How Ted uses Advanced Roadmaps - scenarios and capacity, How Veronica uses Advanced Roadmaps - cross-project planning, Configure Jira Software for Advanced Roadmaps, Enable custom fields used in Advanced Roadmaps in Jira, Configure custom hierarchy levels in Advanced Roadmaps, Configure Dependencies in Jira for Advanced Roadmaps, Set up Advanced Roadmaps and change plan settings, Set an exclusion rule in Advanced Roadmaps, Change the number of completed issues in your plan, Add and view custom fields in Advanced Roadmaps, Delete custom fields in Advanced Roadmaps, Use sequential or concurrent dependencies in your plan, Types of permissions in Advanced Roadmaps, Limit who can edit and view your plan in Advanced Roadmaps, Manage inherited Advanced Roadmaps permissions, Configure the auto-scheduler in Advanced Roadmaps, Performance recommendations for Advanced Roadmaps, Manage and edit issues in Advanced Roadmaps, Link issue to a parent in Advanced Roadmaps, How Advanced Roadmaps handles completed and resolved issues, Edit multiple issues in bulk on your timeline, Track progress using estimates in Advanced Roadmaps, Track progress using issue count in Advanced Roadmaps, Estimate and schedule issues in Advanced Roadmaps, Schedule issues in Advanced Roadmaps according to sprints, Schedule issues in Advanced Roadmaps using start/end dates, Schedule issues in Advanced Roadmaps according to releases.

When you sign up for any Jira product, the administrator role is automatically created, along with project roles specific to each product. Unlike groups, which have the same membership throughout your application, project roles have specific members for each project. Email process for POP, IMAP, cloud, and other email types, Change how emails are processed across service projects, Test your custom email channel connection, Change how you process emails in global mail settings, About email logs in Jira Service Management, Allow external emails to be added as comments on issues, Disable all email requests to the email channel, Hide email signatures from the issue view and portals, Manage DMARC authentication for incoming emails, Switch your Microsoft and Google email accounts to OAuth, View the email processing and connectivity logs. Enable and disable the progress monitor in your project, Change color of issue schedule bars on your roadmap, Change how many completed issues show on your timeline, Add your roadmap to a Confluence Cloud page, Troubleshoot the roadmap for company-managed projects, Troubleshoot the roadmaps for team-managed projects, Manage insights in a company-managed project, Understand backlog insights in company-managed projects, Understand insights on the board in company-managed projects, Construct cron expressions for a filter subscription, Use advanced search with Jira Query Language (JQL). If you create a board viaBoards (in header) > Manage Board, you will not be able to share it, unless you have the 'Create Shared Objects' global permission. How impact and urgency are used to calculate priority. How can I add and manage internal stakeholders? Assign, unassign, or move request types from a work category, Use chat and video tools to resolve incidents as a team, Create or join conference call from an incident, Set permissions for the Incident Command Center in Opsgenie, Connect a new Slack workspace to your service project, Connect Microsoft Teams to your service project, Add or remove the responders field from your service project. Add a language in team-managed service projects, Edit language translations in team-managed service projects, Stop supporting a language in team-managed service projects, Keep languages up to date in team-managed service projects, Visualize trends with reports in team-managed projects. To remove a person or group from a project, selectRemove. What workflow helps service project agents resolve bugs?

How are request types used in my service project? You can also use project roles to restrict how much access certain users or groups have. What is the ITIL problem management process? What can I customize about the help center? What are default reports in team-managed projects? What is the change management workflow in service projects? What are the different workflow rule types? Should I merge Opsgenie with Jira Service Management? What are the different types of activity on a request? How is a service catalogue used in my IT service project? Project administrators can assign different users in their service projects to these defined project roles. Set up your service project agents to resolve requests, Trash, archive, restore, and delete service projects. Project Admin permission, or Jira Admin permission, A project administrator is a user with the, A board administrator is a user that has been added to the, Creating a project (where a board is created for the project by default), Setting up Jira Software for the first time (where you're prompted to create a project, which also creates a board for the project), Copying a board (the copied board will be shared with the same users as the original board). Auto-schedule issues on your Advanced Roadmaps timeline, Create different planning scenarios in Advanced Roadmaps, Enable and disable scenarios in your Advanced Roadmaps plan, Rename, edit, and delete scenarios in Advanced Roadmaps. Collaborating with teams in other Jira products, Create linked issues to collaborate with other Jira products. Project administrators are licensed users who set up the service project and users. How issue and request types differ in team-managed projects. In theRolecolumn, use the dropdown to select and unselect the roles a person or groups is assigned. What are reports in team-managed service projects? How can I track progress of my projects in Jira? Customers are unlicensed users who send requests to your service project through the portal, email, or widget. Follow proven patterns for setting up Jira Service Management for IT and software development teams. Use the issue view in team-managed service projects, Link issues, pages, and app content from the issue view, Watch and share issues from the issue view, Move an issue through its workflow from the issue view, Talk to the customer or team members from the issue view, Best practices for IT teams using Jira Service Management. You can use project roles to easily associate people and groups with a particular project. Set up notifications in team-managed projects. How does project setups differ in team-managed projects? Can I move my existing project to the ITSM template? Learn the Jira fundamentals powering Jira Service Management. Create a custom report in team-managed service projects, Edit a custom report in team-managed service projects, Export reports in team-managed service projects. How should my team define impact and urgency of requests? For example, you may want to send notifications to a specific set of people associated with your project, and by adding them all to a project role, you can then use that project role to control who receives the notifications.