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 | |||||
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| "Administer Projects" |
Checklist | |||||||
View checklist items |
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View Smart Checklist History |
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Add checklist Items |
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Set status of checklist Items |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Convert to Jira Issue |
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Convert to sub-task |
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Add/Remove details |
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Templates | |||||||
See Templates |
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Import Template |
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Save as a Template |
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Manage Templates | |||||||
Edit Project Template |
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Rename Project Template |
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Set Project Template as Default |
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Delete Project Template |
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Manage Templates in Global Settings | |||||||
Create Template |
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Edit Template |
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Delete Template |
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Copy Template |
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Add Default Template Conditions |
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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 |
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View checklist items |
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View Smart Checklist History |
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Disabled Custom permissions to View and Work with Smart Checklist *
*standard Jira permissions are used.
| Standard Jira Permission (Role) | ||
|---|---|---|---|
Feature | "Browse Projects" | "Edit Issues" | "Administer Projects" |
Checklist | |||
View checklist items |
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View Smart Checklist History |
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Add checklist Items |
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Set status of checklist Items |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Convert to Jira Issue |
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Convert to sub-task |
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Add/Remove details |
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Templates | |||
See Templates |
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Import Template |
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Save as a Template |
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Manage Templates | |||
Edit Project Template |
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Rename Project Template |
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Set Project Template as Default |
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Delete Project Template |
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Manage Templates in Global Settings | |||
Create Template |
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Edit Template |
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Delete Template |
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Copy Template |
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Add Default Template Conditions |
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disabled Custom permission to "View Smart Checklist" *
*standard Jira permissions are used.
| Standard Jira Permission (Role) |
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Feature | "Browse Projects" |
View checklist items |
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View Smart Checklist History |
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