__JIRA 101_Customising JIRA_Using Permission Schemes, Groups and Project Roles

A Permission scheme allows you to grant people 'permission' to work on issues in a project. The new project that you created previously is using JIRA's Default Permission Scheme. If you end up creating lots of projects, you might need to grant different people permission to work on different projects.
For example, if your organisation requires all software development issues to be tested by a Quality Assurance person before being closed, you could create a permission scheme called 'Software Development Permission Scheme' in which you assign the 'Close Issue' permission to the appropriate people. You would then associate your new permission scheme with all your software development projects.
There are a number of ways to do this, depending on your requirements:

• Project roles enable you to associate different people with particular functions, for particular projects.
• Groups enable you to associate the same people with a particular function, for all projects that use this permission scheme.

To add a new permission scheme called 'Software Development Permission Scheme', and a project role called 'Quality Assurance':

1. Create a project role called 'Quality Assurance':
   1. Click 'Administration' in the top navigation bar.
   2. Click 'Project Roles' (under 'Users, Groups and Roles') in the left column.
   3. In the 'Name' field, type 'Quality Assurance'. Then click the 'Add Project Role' button.
2. Create a permission scheme called 'Software Development Permission Scheme', in which you assign the 'Close Issue' permission to the 'Quality Assurance' project role:
   1. Click 'Permission Schemes' (under 'Schemes) in the left column.
   2. Click the 'Copy' link next to 'Default Permission Scheme'. A new permission scheme called 'Copy of Default Permission Scheme' will be created.
   3. Click the 'Edit' link next to 'Copy of Default Permission Scheme'. On the 'Edit' screen,
      1. change the 'Name' to 'Software Development Permission Scheme'
      2. change the 'Description' to 'Permission scheme for software development projects'. Then click the 'Update' button.
   4. Click the 'Permissions' link next to 'Copy of Default Permission Scheme'. On the 'Edit Permissions' screen,
      1. for the 'Close Issues' permission, click the 'Delete' link next to 'Project Role (Developers)'.
      2. for the 'Close Issues' permission, click the 'Add' link. Click 'Project Role' and choose 'Quality Assurance'. Then click the 'Add' button.
3. Associate the 'Software Development Permission Scheme' with all your software development projects. Do the following for each relevant project:
   1. Click 'Projects' in the left navigation column. Then in the 'Name' column, click the name of the relevant project. The project details will be displayed.
   2. Click the 'Select' link next to the 'Permission Scheme' field, select 'Software Development Workflow Scheme' and click the 'Associate' button.
4. For each software development project, add the appropriate people to the 'Quality Assurance' project role:
   1. Click 'Projects' in the left navigation column. Then in the 'Name' column, click the name of the relevant project. The project details will be displayed.
   2. Click the 'View members' link next to 'Project Roles'.
   3. Select the 'Edit' link next to 'Quality Assurance' and add the appropriate people.

Or, to add a new permission scheme called 'Software Development Permission Scheme', and a group called 'quality-assurance':

1. Create a group called 'quality-assurance', and add the appropriate people to it.
   1. Click 'Administration' in the top navigation bar.
   2. Click 'Groups' (under 'Users, Groups and Roles') in the left column.
   3. In the 'Name' field, type 'quality-assurance'. Then click the 'Add Group' button.
2. Create a permission scheme called 'Software Development Permission Scheme', in which you assign the 'Close Issue' permission to the 'quality-assurance' group.
   1. Click 'Permission Schemes' (under 'Schemes) in the left column.
   2. Click the 'Copy' link next to 'Default Permission Scheme'. A new permission scheme called 'Copy of Default Permission Scheme' will be created.
   3. Click the 'Edit' link next to 'Copy of Default Permission Scheme'. On the 'Edit' screen,
      1. change the 'Name' to 'Software Development Permission Scheme'
      2. change the 'Description' to 'Permission scheme for software development projects'. Then click the 'Update' button.
   4. Click the 'Permissions' link next to 'Copy of Default Permission Scheme'. On the 'Edit Permissions' screen,
      1. for the 'Close Issues' permission, click the 'Delete' link next to 'Project Role (Developers)'.
      2. for the 'Close Issues' permission, click the 'Add' link. Click 'Group' and choose 'quality-assurance'. Then click the 'Add' button.
3. Associate the 'Software Development Permission Scheme' with all your software development projects. Do the following for each relevant project:
   1. Click 'Projects' in the left navigation column. Then in the 'Name' column, click the name of the relevant project. The project details will be displayed.
   2. Click the 'Select' link next to the 'Permission Scheme' field, select 'Software Development Workflow Scheme' and click the 'Associate' button.