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Smart Checklist emulates global Jira permissions by default

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Default Jira Permissions for Smart Checklist

By default, Smart Checklist aligns with global Jira permissions as follows:

• Users with the "Browse Projects " permission can browse Permission: Users can view issues and see access Smart Checklist content in these issues. They will not be able to bring any changes to checklists though;

• Users with the "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit content within the items, add/delete items, etc.);

• Users with "Administer Projects" permission are able to create/modify templates and set them as default. You can grant proper permissions via , but they cannot make any modifications to the checklists.

• Edit Issue Permission: Users can edit checklists, including marking items as done or undone, modifying item content, and adding or deleting items.

• Administer Projects Permission: Users can create and modify templates, as well as set them as defaults. Appropriate permissions can be assigned through Project Settings → Users and roles Roles → Add users to a role.

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• Users to a Role.

Custom Permissions purpose

Custom permissions for Smart Checklist enable organizations to control user access to checklist items and templates. These permissions define who can create, modify, delete, and view checklists, ensuring security and maintaining efficiency within project workflows.

To Enable Custom Permissions

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Smart Checklist

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Permissions overview

Custom permissions to work with Smart Checklist

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Custom permissions to “View Smart Checklist”

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Work with Smart Checklist permissions set up

When Work with Smart Checklist is enabled - then the following permissions need to be used to work with Smart Checklist:

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When disabled, the “Edit Issues” permissions are required to work with the Smart Checklist.

Custom permission to View Smart Checklist

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When View Smart Checklist is enabled - then this permission needs to be used to View Smart Checklist.

When disabled, the “Browse Projects” Jira standardpermission is needed to view the Smart Checklist and the history of changes.

To set up Custom Permissions

1. Go to Jira → Project → Project Settings → Permissions.

2. Click Actions → Edit permissions.

3. Look for the Smart Checklist permissions set.

4. Grant proper permissions to users/roles/groups in your project.

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Enable Custom Permissions

1. Navigate to Settings → Manage apps → Smart Checklist Settings → Permissions tab.

2. Enable Custom Permissions by toggling the following options:

   • Custom permissions to work with Smart Checklist

   • Custom permission to “View Smart Checklist”

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Setting Up Custom Checklist Permissions for Your Project

1. Navigate to Jira and select your project.

2. Go to Project Settings and then choose Permissions.

3. Click on Actions and select Edit Permissions.

4. Locate the Smart Checklist Permissions section.

5. Assign the appropriate permissions to users, roles, or groups as needed for your project.

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6. Once you’ve set the custom permissions, Smart Checklist will use these instead of the default Jira permissions 🎉

Access for Anonymous users

There might be cases when Jira Project and Smart Checklist need to be accessed by Anonymous users.

1. Follow the basic instruction on how to provide anonymous access to a Jira project →
   Allowing anonymous access to your project

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2. If you want anonymous users to edit issues and checklists, grant Anyone on the web Group permission to Edit Issue.

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