Smart Checklist emulates global Jira permissions by default as follows:
Users with "Browse Projects" only permission will be able to browse issues and see Smart Checklist content in these issues. They will not be able to bring any changes to checklists though.
Users with "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit items content, add/delete items, etc.)
Users with "Administer Projects" permissions are able to create/modify templates and set them as default. You can grant proper permissions via Project Settings → People → Add People
You can enable Custom Permissions to View and Work with Smart Checklist. See how to Set-up Custom Permissions
Custom permissions to View and Work with Smart Checklist ENABLED
Custom Smart Checklist Permission | Jira Permission | |||||
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Feature ⬇ |
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| "Administer Projects” |
Checklist | ||||||
View checklist items | ||||||
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 🆕 | ||||||
Add checklist item details 🆕 | ||||||
Delete checklist item details 🆕 | ||||||
Templates | ||||||
See Templates | ||||||
Import Template | ||||||
Save Template | ||||||
Manage Templates | ||||||
Create Template 🆕 | ||||||
Edit Template | ||||||
Delete Template | ||||||
Set Template as Default | ||||||
Duplicate Template 🆕 | ||||||
Convert to global/project 🆕 | ||||||
Manage Templates in Project Settings 🆕 | ||||||
Create Template | ||||||
Edit Template | ||||||
Delete Template | ||||||
Set Template as Default | ||||||
Duplicate Template | ||||||
Convert to global/project |
If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).
Custom permission to “View Smart Checklist” ENABLED
Custom Smart Checklist Permission | |
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Feature ⬇ |
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View checklist items | |
View Smart Checklist History |
If you enable custom permissions to View Smart Checklist only - access to Work with Smart Checklist features is defined by standard Jira permissions (roles).
Custom permissions to View and Work with Smart Checklist DISABLED *
*standard Jira permissions are used.
Standard Jira Permission (Role) | ||||||
Company Managed (Classic) projects | Team Managed (Next Gen) projects | |||||
Feature ⬇ | "Browse Projects" | "Edit Issues" | "Administer Projects” | “Viewer” | "Member" | "Administrator" |
Checklist | ||||||
View checklist items | ||||||
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 🆕 | ||||||
Add checklist item details 🆕 | ||||||
Delete checklist item details 🆕 | ||||||
Templates | ||||||
See Templates | ||||||
Import Template | ||||||
Save Template | ||||||
Manage Templates | ||||||
Create Template 🆕 | ||||||
Edit Template | ||||||
Delete Template | ||||||
Set Template as Default | ||||||
Duplicate Template 🆕 | ||||||
Convert to global/project 🆕 | ||||||
Manage Templates in Project Settings 🆕 | ||||||
Create Template | ||||||
Edit Template | ||||||
Delete Template | ||||||
Set Template as Default | ||||||
Duplicate Template | ||||||
Convert to global/project |
Custom permission to “View Smart Checklist” DISABLED *
*standard Jira permissions are used.
Standard Jira Permission (Role) | ||
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Company Managed (Classic) projects | Team Managed (Next Gen) projects | |
Feature ⬇ | "Browse Projects" | “Viewer” |
View checklist items |
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View Smart Checklist History |
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Site Admin is able to manage Smart Checklist with same permissions as Project Admin in case Site Admin has at least “View access” to Project.