By default, users who can view/edit the issue can view/edit the checklist. However, in Checklist for Jira Pro, you can configure custom checklist permissions that are independent of issue permissions.
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Understanding the Custom Work on Checklist Permission
The custom Work one on Checklist permission can be used to control who can add, edit, toggle and delete checklists regardless of whether or not a user has Edit issue permissions. Users with these permissions can:
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| name | CustomWorkChecklistPermissionClassic |
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After enabling the toggle, navigate to Project Settings > Permissions. Click Edit Permissions under the Actions menu. Navigate to the appropriate checklist permission (under issue permissions) and click Edit. Select the appropriate role, application access or group. You can also click Show more to select users from the issue’s fields (Assignee, Reporter, etc.) Click Grant.
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For Team-managed/Next-gen Projects
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| name | CustomWorkChecklistNextGen |
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After enabling the toggle, navigate to Project Settings > Access. Click the Manage roles button (top right). Click Create role and select the App permissions tab. Give the new role a name. Select the appropriate checklist permissions. Select the users/groups who will be added to the role. Click Create.
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Understanding the Custom View Checklist Permission
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| name | CustomViewChecklistPermissionClassic |
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After enabling the toggle, navigate to Project Settings > Permissions. Click Edit Permissions under the Actions menu. Navigate to the View Checklist permission (under issue permissions) and click Edit. Select the appropriate role, application access or group. You can also click Show more to select users from the issue’s fields (Assignee, Reporter, etc.) Click Grant.
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For Team-managed/Next-gen Projects
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| name | CustomViewChecklistNextGen |
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After enabling the toggle, navigate to Project Settings > Access. Click the Manage roles button (top right). Click Create role and select the App permissions tab. Give the new role a name. Select the View Checklist permission. Select the users/groups who will be added to the role. Click Create.
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Limit Ability to View/Edit Checklists to Assignee
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To allow only the assignee to view and/or work on checklists:
Log in as a Jira administrator and go to Jira Settings > Apps and select Permissions under the Checklist for Jira heading. Use the toggles to enable the custom Work on checklist and the custom View Checklist permissions.
After enabling the toggle, navigate to Project Settings > Permissions. Click Edit Permissions under the Actions menu.
Navigate to the appropriate permission and click Edit.
Click Show more on the Grant permissions popup.
Select Current Assignee and click Grant. Note that may also want to grant permission to the Reporter, Project lead, etc.
Remove permission from any Groups or Roles who should not be able to make changes to the checklist.
Template Permissions
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Please note that similar to Jira, Issue Checklist allows System Administrators to perform actions that require Administer Project permission. |
The following permissions are required to work with templates in Company-managed projects: | Global custom Work on checklist permissionssetting disabled | Global custom Work on checklist permissions setting enabled |
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See templates | Browse Projects | Browse Projects |
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Create template | Edit Issues | Add Checklist Items |
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Load template (append) | Edit Issues | Add Checklist Items |
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Load template (overwrite) | Edit Issues | Add Checklist Items + Delete Checklist Items |
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Edit template (author) | Browse Projects | Browse Projects |
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Edit template (all) | Administer Projects | Administer Projects |
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Delete template (author) | Browse Projects | Browse Projects |
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Delete template (all) | Administer Projects | Administer Projects |
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Set default template | Administer Projects | Administer Projects |
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The following permissions are required to work with templates in Team-managed projects: | Global custom Work on checklist permissionssetting disabled | Global custom Work on checklist permissions setting enabled |
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See templates | Viewer or higher role | Viewer or higher role |
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Create template | "Member" or higher role | Add Checklist Items |
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Load template (append) | Member or higher role | Add Checklist Items |
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Load template (overwrite) | Member or higher role | Add Checklist Items + Delete Checklist Items |
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Edit template (author) | Viewer or higher role | Viewer or higher role |
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Edit template (all) | Administrator role | Administrator role |
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Delete template (author) | Viewer or higher role | Viewer or higher role |
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Delete template (all) | Administrator role | Administrator role |
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Set default template | Administrator role | Administrator role |
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