Customizing Permissions in Jira

Introduction

Permissions in Jira are crucial for managing what users can see and do within the software. Customizing permissions allows you to control access at a granular level, ensuring that users have the appropriate access to projects and issues. This tutorial will guide you through the process of customizing permissions in Jira from start to finish.

Understanding Permission Schemes

In Jira, a permission scheme is a set of permissions assigned to a project. These permissions define what users can do within the project. Permissions can be granted to:

• Individual users
• Groups of users
• Project Roles

By default, Jira comes with a few predefined permission schemes, but you can create your own custom schemes to fit your needs.

Creating a Custom Permission Scheme

Follow these steps to create a custom permission scheme:

1. Navigate to the Jira administration area.
2. Go to Issues > Permission Schemes.
3. Click Add Permission Scheme.
4. Enter a name and a description for your scheme, then click Add.

Editing Permissions in a Scheme

Once you have created a permission scheme, you can edit the permissions within it:

1. In the Permission Schemes list, find your new scheme and click Permissions.
2. For each permission, click Grant to add a user, group, or role.
3. Select the user, group, or role and click Grant.

Assigning a Permission Scheme to a Project

After creating and editing your custom permission scheme, you need to assign it to a project:

1. Navigate to the project you want to assign the scheme to.
2. Go to Project Settings > Permissions.
3. Click the Actions dropdown and select Use a Different Scheme.
4. Select your custom permission scheme from the list and click Associate.

Testing Permissions

Once the permission scheme is assigned, it's important to test the permissions to ensure they are working as expected:

• Log in as a user who is assigned to the roles/groups specified in your permission scheme.
• Navigate to the project and verify what the user can and cannot do.
• Adjust the permissions if necessary based on the testing results.

Best Practices

When customizing permissions in Jira, consider the following best practices:

• Use project roles to manage permissions more flexibly across multiple projects.
• Regularly review and audit permissions to ensure they align with your organizational policies.
• Document your custom permission schemes and their intended use to maintain clarity among administrators.
• Test permissions thoroughly before rolling them out to a larger user base.

Conclusion

Customizing permissions in Jira is a powerful way to control access and ensure that users have the appropriate level of access to perform their tasks. By following the steps outlined in this tutorial, you can create, edit, and assign custom permission schemes to suit your organization's needs. Remember to test thoroughly and follow best practices to maintain a secure and efficient Jira environment.