As your Jira Software instance grows, restricting project access becomes an increasingly pressing need. Whether you're working with clients or just trying to control project visibility, strategic restrictions are vital.
There are numerous ways you can restrict access in Jira Software, but not all methods are created equal. The process covered below is the most scalable way to approach locking down your work.
3 Fundamental Concepts
There are three important Jira administration concepts to understand before we dive in.
Below, you'll find a handy chart on how all these concepts relate together. Don't worry if this strikes you as complicated right now; it'll make more sense in context.
Steps to Locking Down Projects
Say that you have two development projects, Project A and Project B. These projects should only be visible to their respective teams. Below, we'll cover how you can restrict said projects in a scalable fashion. We'll start with Project A. [Note: We'll assume that you will stick to out-of-box project roles (administrators, developers).]
At this point, you've mapped out your users to project roles.
Permission Scheme Management
You'll now need to create a new permission scheme. Assuming you're starting from scratch, all of your projects map to a default permission scheme (i.e. default software scheme), which permits access to all Jira users.
Project Settings Management
Now that you've mapped your user groups to project roles and created a new permission scheme, your final step is to simply apply your new permission scheme to your project.
Project A should now be hidden from all users not in the user groups Developers-A and Administrators-A. To lock down Project B, you'll just repeat the steps above except you can skip creating a new permission scheme.
As a whole, when you consider restricting projects, you'll want to keep 3 things in mind.
As you get more comfortable with this process, you can probably start thinking of ways you can introduce additional project roles (client groups, executives, etc.) and what permissions you'd like to grant them through your permission schemes.
Hopefully, this helps clarify an admittedly complex process in Jira and gives you the groundwork to move forward and experiment further with locking down work.
If you're an experience Jira user, how have you used permission schemes in the past? Comment below!
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