Permissions
This page describes the different types of permissions and access rights that can be set up in ProForma.
Create form templates
Anyone with Administer Project permissions can create, edit, or delete form templates in their respective projects. This lessens the burden on Jira administrators and puts responsibility for data collection in the hands of the team that uses the data.
Create issue with Issue Forms
If the Issue Forms feature has been enabled, users will be able to create issues directly from ProForma forms assuming that the user has Create Issues permissions in the project. If they only have permission to view or edit issues, they'll be unable to create an issue from a form and will likely receive a HTTP 403 error.
If you want “Any logged in user” to be able to create issues, be sure your permissions are set accordingly.
Project permission errors
ProForma needs to read and write data in the Jira projects that it's enabled on. ProForma can do this automatically in a standard installation of Jira, but if you or your administrator have restricted permissions in Jira, then ProForma might not work.
If you see the below message when viewing an issue, then it means ProForma is unable to read issue data on the project.
You have two options for dealing with this: either restore permissions to ProForma, or disable ProForma on that project.
Restore Permissions
To get ProForma working, make sure that the normal permissions that Jira assigns to add-ons have been applied to ProForma. This includes:
The ProForma user
addon_com.thinktilt.proforma.add-onis a member of the project roleatlassian-addons-project-access.The project role
atlassian-addons-project-accesshas all permissions on the project. This is Jira's default setting, and we recommend all permissions are granted.If you are using ProForma Lite, ensure that the permissions have been applied for the ProForma user
addon_com.thinktilt.proforma.lite.add-on.
Permissions Helper
You can also identify missing permissions by using the Permission Helper, located on the Permissions tab in Project Settings.
Disable ProForma on a project
If you don't want to use ProForma on a particular project, you can eliminate the error by disabling ProForma on that project.
Permission summary
Function | Role | Permission required |
|---|---|---|
Reopen locked form | Project Administrator | Project Administrator |
Create issues from forms | User | Create Issues permission |
Build, edit, or delete form templates, and edit form settings | Project Administrator | Project Administrator
Even a Jira Administrator needs Project Administrator permissions to edit forms on a project.
|
Delete forms from issues | User | Any user with Edit Issues project permissions. |
Install, disable, or uninstall ProForma | Jira Administrator | Jira Administrator |
Configure ProForma | Jira Administrator | Jira Administrator |
Add, edit, and delete Data Connections | Jira Administrator | Jira Administrator |
Configuration Manager for Jira integration | Jira Administrator | Jira Administrator |
Add form to issue | User | Any user with Edit Issues project permissions |
Submit Jira Service Management portal request with form | Jira Service Management Customer | Any user with access to the Jira Service Management portal and request type |