Set-up Custom Permissions

Owned by Julia Romanenkova
Last updated: Oct 10, 2024 by Oleksandr Haiun
3 min read

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

Contents👇🏼

Default Jira Permissions for Smart Checklist

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

  • Browse Projects Permission: Users can view issues and access Smart Checklist content, 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 → Add 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.

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

Smart Checklist Permissions overview

Custom permissions to work with Smart Checklist

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

  • Add Smart Checklist Items - add Smart Checklist, checklist items, save a template, and apply a template.

  • Set status of Smart Checklist Items - check/uncheck checklist items, and set statuses.

  • Delete Smart Checklist Items - delete checklist items.

  • Manage Smart Checklist Items - add new checklist items, edit, delete, change order, and import templates.

  • Manage Smart Checklist Templates - save as a template, edit and delete templates.

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

Custom permission to View Smart Checklist

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

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

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”

Screenshot 2024-10-03 at 16.48.05.png

☝🏼NOTE: Enabling custom permissions in Smart Checklist requires additional configuration of project permissions to fully use them, as default Jira permissions will no longer be considered.

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.

Screenshot 2024-10-03 at 16.55.46.png

  1. 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

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