Custom Manage Permissions For Company-managed (Classic) projects
By default, custom permissions are disabled, so anyone who can see an issue can also use Tick features. To enable more advanced control, follow the steps below.
Open Tick Permissions
Go to Jira → Manage Apps, and in the sidebar, click Permissions under the Tick app section.
Enable Custom Manage Permissions
By default, Manage Permissions are disabled to simplify onboarding. To control who can view checklists and tasks, enable the Manage Permissions checkbox.
Navigate to Project settings
On the left side, you'll see your projects. Find the one you want and click the three dots on the right of its name. From the menu that opens, choose Project Settings.
Open the Project Permissions
Once you are in the project settings, look on the left for the Access menu. Click it to open it, and then click on the Project permissions link that appears.
Make Changes to Permissions
In the top right corner, you'll find an Actions button. Click it, and from the dropdown, select Edit permissions.
Update the Template Permissions
Under the Project Permissions section, find Manage Templates (Tick). On the right side of each, click the Update link.
Grant Access to Roles
A new window will appear. Here, check the boxes next to the roles you want to have these permissions. Then, click Update.
Issue Permissions
Scroll down until you find the Issue Permissions section. At the bottom, you will see the custom permissions that Tick provides:
- Add Tasks (Tick): Allows users to: add tasks; add tasklists (checklists); apply templates.
- Edit Tasks (Tick): Allows users to: edit task title; edit tasklist (checklist) title; assign task; edit due date; convert to subtask; make task optional; change order.
- Toggle Tasks (Tick): Allows users to: check or uncheck task, change status of task.
- Remove Tasks (Tick): Allows users to: remove task, remove tasklist (checklist).
Seeing the Changes
Here's how it looks when you've set up the permissions. You can see you can add and remove tasks and tasklists, but the option to check them on/off is not available because of the current permissions.
Should a user, lacking the necessary permissions, attempt to perform an action they are not authorized for, the following message will be displayed:
This ensures that the custom permissions you've configured are effectively enforced within your Jira environment.
Congratulations!
🎉🎉🎉 You have now set your custom permissions. May your work flow smoothly! 🎉🎉🎉
Conclusion
By tailoring the Tick app's permissions, you've gained the power to fine-tune how your teams interact with checklists and templates within Jira. This means smoother workflows, clearer responsibilities, and the right level of access for everyone involved.
Remember, the most effective permission setup often evolves with your team's needs. Don't hesitate to revisit these settings as your projects and collaborations change.
Here are a few friendly recommendations as you continue your journey:
- Start Simple: If you're new to custom permissions, begin by adjusting the 'View' permissions to control who can see your checklists. You can always add more granular 'Manage' permissions later.
- Consider Roles: Think about the different roles within your teams and align the permissions with their responsibilities. This makes it easier to manage access and ensures everyone has what they need (and nothing they don't).
- Communicate Changes: When you adjust permissions, let your team know! A quick message explaining the new access levels can prevent confusion and ensure a smooth transition.
- Review Periodically: It's a good practice to check your permission settings every now and then to make sure they still fit your team's current way of working.