You can't edit or delete these roles, or manage their project role membership. To see/editallthe project roles to which a particular user belongs, for all projects, click theProject Roleslink in the user browser. This also includes the ability to set the 'Fix For version' field for issues. (Only relevant if attachments are enabled). Approvals in company and team-managed service projects, Migrate between team-managed and company-managed projects, Get the team-managed Jira Service Management experience, Create, edit, and delete team-managed service projects, Set up request types in team-managed projects, Set up an online portal in team-managed projects, Set up portal access in team-managed projects, Customize the portal in your team-managed projects, Customize your help center in team-managed service projects, Add announcements to your portal or help center, Group request types in the portal in team-managed projects, Let agents add announcements in team-managed projects, Set who has permission to send requests to your portal, Receive requests from emails in team-managed projects, Add request participants by email in team-managed projects, Add a custom email account in team-managed projects, Manage domains and email addresses on your blocklist, Customize request fields in team-managed service projects, Available custom fields for team-managed service projects, Add or remove people from your team-managed service project, Manage how people access your team-managed service project, Overview of permissions in team-managed service projects, Add and remove customers in your service project, What are customers and organizations in your service project, Add a customer to a team-managed service project, Remove a customer from a team-managed service project, Manage how work flows in your team-managed service project, Create, edit, and delete statuses in team-managed projects, Manage workflow rules in team-managed service projects, Manage transitions in team-managed service projects, Available workflow rules in team-managed service projects. Learn more on how to manage project roles in Jira Cloud. What are customer satisfaction surveys (CSATs)?
SeeCustomizing JIRA Service Desk permissions. Use the change calendar to manage change requests. What are default reports in team-managed projects? Can I move my existing project to the ITSM template? 
To take advantage of Jira's powerful project permission management features,upgrade your plan. Project roles enable you to associate users with particular functions. Permission to close issues. This diagram illustrates how permissions are assigned to users: A user with the Jira System administrator permission. Add, edit, and delete a field configuration scheme, Use workflow triggers for company-managed projects, Use workflow validators with custom fields, Use workflow validators for company-managed projects, Add, edit, and delete an issue workflow scheme, Customize the layout and design of Jira applications, Configure the look and feel of Jira applications, Create links in the application navigator, Configure Jira Cloud to send emails on behalf of your domain, Configure email notifications for a custom event, Manage DMARC authentication for incoming emails. (Only relevant if Time Tracking is enabled). Assign users to groups, project roles, and applications. What is the ITIL problem management process? (See also Assignable User permission below). Choose your default email notification style, Disable team-managed notifications for internal users, Edit a team-managed customer notification, Set up how your customers access attachments, Choose how notifications display the email sender name, Customize the style of team-managed customer notifications, Customize internal notifications in team-managed projects, Send notification emails from your own domain, Set up a knowledge base in team-managed service projects, Link spaces from Confluence to your team-managed project, Manage permissions for your knowledge base, Restrict access to articles in team-managed service projects, Unlink Confluence spaces in team-managed projects, See how your knowledge base articles are performing, Give permission to link assets from help center, Use automation rules for tasks in team-managed projects. Permission to delete issues. Permission to resolve and reopen issues. Enter group names in theAdd user(s) to project role field. Use the issue view in team-managed service projects, Link issues, pages, and app content from the issue view, Watch and share issues from the issue view, Move an issue through its workflow from the issue view, Talk to the customer or team members from the issue view, Best practices for IT teams using Jira Service Management. This permission provides the 'View Workflow' link against the Status field of the 'View Issue' page. Explore issues, issue types, issue custom fields, issue screens, custom field context, and issue field configurations in Jira Cloud. (Only relevant if Time Tracking is enabled). UnderSECURITY, selectProject roles. How is a service catalogue used in my IT service project? Permission to delete attachments that were added by the user. What are issue field configuration schemes? How can service project and software teams work together? To edit the nameand descriptionof a project role, locate the project role in the project role browser (see Viewing project roles above), and click theEditlink. Set up service project users to work on requests, You can't edit project permissions or roles, on the Free plan for Jira Software or Jira Work Management, Get to know your Jira Service Management project, Sign up for a Jira Service Management site. What is the change management workflow in service projects? (Only relevant if Issue Linking is enabled). Explore issues, issue types, issue custom fields, issue screens, custom field context, and issue field configurations in Jira Cloud. (Only relevant if Time Tracking is enabled). Move a request to another service project, Use advanced search with Jira Query Language (JQL), Advanced search reference - JQL functions, Advanced search reference - JQL operators, Use basic search and filters to find requests and issues, Construct cron expressions for a filter subscription, Overview of Jira Cloud keyboard shortcuts, Get to know asset and service management with Insight. Define the lifecycle of your work and learn about issue workflow schemes and the issue collector. Import and export your data to and from Jira Cloud, Common CSV file questions and known issues, Fix error connections between Jira Cloud and Bitbucket, Integrate with self-hosted tools using OAuth, Use AppLinks to link to Atlassian products, Administer projects and links across multiple applications, Assign users to groups, project roles, and applications, Permissions and issue-level security in Free plans, Use manage sprints permission for advanced cases, Customize Jira Service Management permissions, Resolve Jira Service Management permission errors, Add, assign, and delete project categories, Convert a project to a different template or type, Default configurations for Jira Service Management. How do customers send requests to your service project? You can't edit project permissions or roles on the Free plan for Jira Software or Jira Work Management, and you can't configure issue-level security on any Free plan (including Jira Service Management). Best practices for teams using Jira Service Management. Help customers as a service project agent. Permission to log work against an issue, i.e. Make an issue type compatible with an ITSM work category, Manage your request types and ITSM categories, Using work categories in IT service management projects. For example, if a user called Susie needs to have administration permissions for all newly created projects, you could add her to theDefault Usersfor the 'Administrator' project role as follows: Open the project role browser (see 'Viewing Project Roles' above). Permission to attach files to an issue. The actual membership for any particular project can then bemodifiedby the project administrator. create a worklog entry. Permissions are settings within Jira applications that control what users within those applications can see and do. What users and roles are there in Jira Service Management? Learn how to manage assets and configuration items with Insight in Jira Service Management. You cancreate, edit, and deleteproject roles according to your organization's requirements. This table shows the permission configuration for a standard service projectpermission scheme: Permission to administer a project. Note that a user can only move issues to a project for which they have Create Issue permission. Learn more on how you can set up Jira Cloud for your team. In older versions of Jira this also controlled the permission to view the 'Due Date' of an issue.
What are reports in team-managed service projects? Click theEditlink in theAdministratorscolumn (next to'None selected'). view/add/remove users to/from) the watcher list of an issue. Set up your service project agents to resolve requests, Trash, archive, restore, and delete service projects. Organize your request types into portal groups, Involve the people who use your service project, Add your customers so they can raise requests, Add your service project agents to work on requests, Visualize trends in your service project with reports, Create a custom report for your service project, Permissions for your service project and Jira site, How customer access settings impact project permissions, Change access settings for your customers, Set up your service projects to meet compliance needs. Also, see the Work On Issues permission. Permission to view the project's 'read-only' workflow when viewing an issue. How can my Jira admin customize issues for my team? Configure issues to track individual pieces of work. Asystemrole is a specific type of default project role that's managed automatically by Jira (for example theatlassian-addons-project-accessrole). Configure a company-managed project as an administrator. Permission to edit comments that were added by the user. Also, see the Work On Issues permission. Permission to manage (i.e. What can I customize about the help center? Understand how to effectively serve your customers as a service project agent. Changing a project role's default members does not affect the actual project role members for projects already created. Also, see the Work On Issues permission. Also, see the Manage Watcher List permission. Change the look and feel of customer notifications, Create and edit the content of your customer notifications, Choose how your customers access attachments, Choose how customer notifications display the sender name, Send notifications from a custom domain email address, Disable service project notifications for internal users, Choose HTML or plain text for customer notifications, Set up rules to automate repetitive tasks, Automatically comment to share knowledge base articles, Automatically update agents about a linked issue's progress, Discover new trends with service project reports, Create service level agreements (SLAs) to manage goals, Auto-close incidents after they are resolved, Use Jira Query Language to create service level agreements, Collect customer satisfaction on your team's performance, Track customer satisfaction feedback trends. Get started with Jira Service Management for agents. Create a permission scheme calledSoftware Development, in which you assign the 'Close Issue' permission to theQuality Assuranceproject role. Add announcements to your help center or portal, Edit the home page layout in your help center, Feature service projects in your help center, Set up a knowledge base so customers can serve themselves, Set up your knowledge base with Confluence, Link spaces from Confluence sites to your service project, Manage who can view and edit your knowledge base articles, Manage who can view spaces from Confluence server sites, Set up article suggestions in portal request forms, Restrict access to knowledge base articles, Restrict access to articles from Confluence server sites, Authenticate portal users to access knowledge base articles, Find out how your knowledge base articles are performing, Unlink knowledge base spaces from your service project, Remove Confluence product access for users in your site, Set up notifications for your customers and team. This permission should generally only be granted to administrators. UnderAdd Project Role at the bottom of the page, enter your desired role's name and a description. Integrate Jira Cloud with other products and apps. In the 'Assign Default Users to Project Role' screen, click theAddbutton. Note that deleting an issue will delete all of its comments and attachments, even if the user does not have the Delete Comments or Delete Attachments permissions. Under SECURITY, selectProject roles. What are service project customers and organizations?
In the 'Assign Default Users to Project Role' screen, click theUser Pickericon. What do agents do in Jira Service Management? Configure statuses, resolutions, and priorities, Translate resolutions, priorities, statuses, and issue types, Add, edit, and delete an issue type scheme, Custom fields types in company-managed projects, Add, edit, and delete a field configuration, Associate field behavior with an issue type. What are the different workflow rule types? What are risk insights in change management? Permission to schedule an issue that is, to edit the 'Due Date' of an issue. How does project setups differ in team-managed projects? Learn how to set up, customize, and manage Jira Cloud projects. Add people to groups and project roles to easily manage access and permissions. Note that this does not include the ability to edit or delete comments. What are SLAs and how do I view them in my service project? Set up notifications in team-managed projects. What service request workflows come with my service project? Permission to add comments to issues. Configure issues to track individual pieces of work. What are the safe customer notifications? View Jira Cloud user activity and login details. Control who has access to your Jira Cloud products and give them the right permissions to perform their role. Integrate Jira Cloud with Confluence, development tools, apps, and self-hosted tools using OAuth and feature flags.
Add a work category to any of your service projects, Remove a work category from your service project. To take advantage of Jira's powerful project permission management features,upgrade your plan. Permission to edit worklog entries that were added by the user. Manage users, groups, permissions, and roles in Jira Cloud. What notifications do my customers and team receive? Configure statuses, resolutions, and priorities, Translate resolutions, priorities, statuses, and issue types, Add, edit, and delete an issue type scheme, Custom fields types in company-managed projects, Add, edit, and delete a field configuration, Associate field behavior with an issue type. Permission to delete any comments, regardless of who added them. What are the advantages of sharing custom fields? How do I create an impact urgency priority matrix? How is ITIL used in Jira Service Management? the 'Work On Issues' permission is only effective for users who also have the 'Browse Projects' permission. If a project role has been used to specify who can view a comment, deleting the project role will mean that no one can see that comment any more. Permission to set the security level on an issue to control who can access the issue. Permission to transition (change) the status of an issue. Add, edit, and delete a field configuration scheme, Use workflow triggers for company-managed projects, Use workflow validators with custom fields, Use workflow validators for company-managed projects, Add, edit, and delete an issue workflow scheme, Customize the layout and design of Jira applications, Configure the look and feel of Jira applications, Create links in the application navigator, Configure Jira Cloud to send emails on behalf of your domain, Configure email notifications for a custom event, Manage DMARC authentication for incoming emails, how project permissions work in Free plans, Specifying 'default members' for a project role. Learn about ITSM and the strategic approach to designing, delivering, managing, and improving the way businesses use IT. What is a report series in team-managed service projects? What is Jira Service Management's default problem workflow? Configure and manage projects to track team progress. Collaborating with teams in other Jira products, Create linked issues to collaborate with other Jira products. What are approvals in team-managed projects? Jira products share a set of core capabilities that you'll want to understand to get the most out of Jira Service Management. For example, if your organization requires all software development issues to be tested by a Quality Assurance person before being closed, you could do the following: Create a project role calledQuality Assurance. Permission to modify the 'Reporter' of an issue. To add to theDefault Usersor theDefault Groupsfor a project role, click the corresponding'Edit'link. For example, adding agents to your service project will add users to the Service Desk Team role. How do when, if, and then statements work for automation? How are request types used in my service project? Is my project company-managed or team-managed? Merge Opsgenie with Jira Service Management, Add a form to the request form for a request type, Reopen, delete, or download a form from an issue, About duplicate form fields and Jira fields, Add or unlink a data connection from a form, Create, edit, test, or delete data connections for forms, how project permissions work in Free plans, integrated with compatible versions of these applications, Customizing JIRA Service Desk permissions, Resolving service desk project permission errors, Jira Service Management global and project permissions, Permission to view the Development panel, which displays information from Bitbucket, GitHub, Fisheye, Crucible and Bamboo, if Jira Cloud is. If you are a Jira administrator and you want to customize the standard permission scheme, make sure that the roles have the mandatory permissions. The default members for a project role are users and groups that are initially assigned to the project role for all newly created projects. What are customer permission settings for email requests? What can I do to help customers find the right request type? Customize fields in your IT service project. (Only relevant if Time Tracking is enabled). Permission to link issues together. This role gives them access toJira Service Managementprojects to which they're assigned and also allows them to work on issues. To see where a project role is used, click theView Usagelink. How impact and urgency are used to calculate priority. A project role's members are assigned on a project-specific basis. You can't edit project permissions or roles on the Free plan for Jira Software or Jira Work Management, and you can't configure issue-level security on any Free plan (including Jira Service Management). The default members consist of theDefault Usersplus theDefault Groupsshown in the project role browser (see 'Viewing Project Roles' above). Deleting a project role removes any assigned users and groups from that project role, for all projects. If you encounter any error messages related to your service desk's permission scheme, check out Resolving service desk project permission errors. Delete or deactivate accounts for users who no longer need to use Jira Cloud services. (This permission is useful where, for example, developers resolve issues and testers close them). Includes the ability to convert issues to sub-tasks and vice versa (if sub-tasks are enabled). With team-managed service projects, your teams can manage their own work and process, without having to reach out to a Jira admin. This displays a list of the project role's associatedpermission schemes,email notification schemes,issue security levels, andworkflow conditions. Add customers in bulk to your service project, Remove an organization from a service project, Collect requests from anywhere with an embeddable widget, Allow anyone to view knowledge base articles, Receive requests from an online portal and help center, Customize the columns in your customers' requests list, Give agents permission to add announcements to the portal, Give agents permission to add announcements to help centers, Add request participants through the help center. Create and manage issue workflows and issue workflow schemes.
Permission to delete any worklog entries, regardless of who added them. Learn how to succeed in your role as a service project agent. Define the lifecycle of your work and learn about issue workflow schemes and the issue collector. Manage your assets and configuration items with Insight. Or,select the user picker icon to add individual users. Permission to edit any worklog entries, regardless of who added them. The confirmation screen that follows lists anypermission schemes,email notification schemes,issue security levels, andworkflow conditionsthat use the project role. Manage and administer team-managed service projects. What are issue statuses, priorities, and resolutions? Add reports to a dashboard in team-managed service projects, Delete a report in team-managed service projects, Collect CSAT metrics in team-managed service projects, Turn on customer feedback in team-managed service projects, Visualize customer feedback in team-managed projects, Use service level agreements in team-managed projects, Create a new SLA calendar in team-managed service projects, Create and edit SLAs in team-managed service projects, Learn about the IT service management template, Test, explore and learn with your sample space.