Checklist & Templates Permissions

Smart Checklist emulates global Jira permissions by default as follows:

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

  • Users with the "Edit Issue" permission can modify checklists (mark 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 Project Settings → Users and roles → Add users to a role.

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.

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.

Enabled Custom permissions to View and Work with Smart Checklist

 

Custom Smart Checklist Permission

Jira Permission

 

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

 

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

View Smart Checklist History

 

Add checklist Items

 

 

 

 

 

Set status of checklist Items

 

 

 

 

 

Edit checklist Items, use Full-Screen Editor

 

 

 

 

 

 

Reorder checklist Items

 

 

 

 

 

 

Delete checklist Items

 

 

 

 

 

Convert to Jira Issue

 

 

 

 

 

 

Convert to sub-task

 

 

 

 

 

 

Add/Remove details

 

 

 

 

 

 

Templates

See Templates

 

 

 

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

Save as a Template

 

 

 

 

 

Import Template

 

 

 

 

Manage Templates

Edit Project Template

 

 

 

 

 

Rename Project Template

 

 

 

 

 

Set Project Template as Default

 

 

 

 

 

Delete Project Template

 

 

 

 

 

Manage Templates in Global Settings

Create Template

 

 

 

 

 

 

Edit Template

 

 

 

 

 

 

Delete Template

 

 

 

 

 

 

Copy Template

 

 

 

 

 

 

Add Default Template Conditions

 

 

 

 

 

 

If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).

Enabled Custom permission to "View Smart Checklist"

 

Custom Smart Checklist Permission

 

Custom Smart Checklist Permission

Feature

View Smart Checklist

View checklist items

View Smart Checklist History

Disabled Custom permissions to View and Work with Smart Checklist *

*standard Jira permissions are used.

 

Standard Jira Permission (Role)

 

Standard Jira Permission (Role)

Feature

"Browse Projects"

"Edit Issues"

"Administer Projects"

Checklist

View checklist items

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

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

View Smart Checklist History

Add checklist Items

 

 

Set status of checklist Items

 

 

Edit checklist Items, use Full-Screen Editor

 

 

Reorder checklist Items

 

 

Delete checklist Items

 

 

Convert to Jira Issue

 

 

Convert to sub-task

 

 

Add/Remove details

 

 

Templates

See Templates

 

Import Template

 

Save as a Template

 

Manage Templates

Edit Project Template

 

 

Rename Project Template

 

 

Set Project Template as Default

 

 

Delete Project Template

 

 

Manage Templates in Global Settings

Create Template

 

 

Edit Template

 

 

Delete Template

 

 

Copy Template

 

 

Add Default Template Conditions

 

 

disabled Custom permission to "View Smart Checklist" *

*standard Jira permissions are used.

 

Standard Jira Permission (Role)

 

Standard Jira Permission (Role)

Feature

"Browse Projects"

View checklist items

View Smart Checklist History