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Smart Checklist emulates global Jira permissions by default

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Define who can create, modify, delete, and view Checklists, ensuring security and maintaining efficiency within project workflows. 🔐

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 , but they cannot make any modifications to the checklists;.

  • Users with the "Edit Issue " permission can modify checklists (mark Permission: Users can edit checklists, including marking items as done /undone; edit content within the items, add/delete items, etc.);Users with "Administer Projects" permission can create/modify templates and set them as default. You can grant proper permissions via 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 RolesAdd users Users to a roleRole.

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☝🏼NOTE: You can enable Custom Permissions to View and Work with Smart Checklist starting from Smart Checklist v6.4.1. See how to Set-up Custom Permissions .

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☝🏼NOTE: Project Admin has all defined accesses in case he has "Browse Projects" permissions for custom permissions disabled and, in addition, "View Smart Checklist" for custom permissions enabled.

Site Admin has the same permissions as Project Admin.

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Custom Smart Checklist Permission

Jira Permission

Feature

View Smart Checklist

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

Manage Smart Checklist Template

"Administer Projects"

Checklist

View checklist items

(plus)

(plus)

(plus)

(plus)

(plus)

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

(plus)

View Smart Checklist History

(plus)

(plus)

(plus)

(plus)

(plus)

Add checklist Items

(plus)

(plus)

Set status of checklist Items

(plus)

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

Reorder checklist Items

(plus)

Delete checklist Items

(plus)

(plus)

Convert to Jira Issue

(plus)

Convert to sub-task

(plus)

Add/Remove details

(plus)

Make an item mandatory

(plus)

Templates

See Templates

(plus)

(plus)

(plus)

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

(plus)

Save as a Template

(plus)

Import Template

(plus)

(plus)

(plus)

Manage Templates

Edit Project Template

(plus)

(plus)

Rename Project Template

(plus)

(plus)

Set Project Template as Default

(plus)

(plus)

Delete Project Template

(plus)

(plus)

Manage Templates in Global Settings

Create Template

(plus)

Edit Template

(plus)

Delete Template

(plus)

Copy Template

(plus)

Add Default Template Conditions

(plus)

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☝🏼NOTE: If you enable custom permissions to Work with Smart Checklist only - , access to View Smart Checklist features is defined by standard will still be controlled by default Jira permissions (roles).

...

Custom Smart Checklist Permission

Feature

View Smart Checklist

View checklist items

(plus)

View Smart Checklist History

(plus)

Note
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☝🏼NOTE: If you enable custom permissions to View Smart Checklist only - , access to Work with Smart Checklist features is defined will be governed by standard Jira permissions (roles).

...

Standard Jira Permission (Role)

Feature

"Browse Projects"

"Edit Issues"

"Administer Projects"

Checklist

View checklist items

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

View Smart Checklist History

(plus)

Add checklist Items

(plus)

Set status of checklist Items

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

Reorder checklist Items

(plus)

Delete checklist Items

(plus)

Convert to Jira Issue

(plus)

Convert to sub-task

(plus)

Add/Remove details

(plus)

Make an item mandatory

(plus)

Templates

See Templates

(plus)

(plus)

Import Template

(plus)

(plus)

Save as a Template

(plus)

Manage Templates

Edit Project Template

(plus)

Rename Project Template

(plus)

Set Project Template as Default

(plus)

Delete Project Template

(plus)

Manage Templates in Global Settings

Create Template

(plus)

Edit Template

(plus)

Delete Template

(plus)

Copy Template

(plus)

Add Default Template Conditions

(plus)

...