Creating a Jira Service Account with Groups and Permission Schemes for Jira Align

[#1]

One way to create a Jira Service Account (to use with Jira Align) with the correct permissions is to first create a group and assign it the correct permission scheme.

1. Navigate to Administration > User management > Groups.

2. Add group. In the example, I used "jira-service-acct" as the Group Name.

3. Navigate to Administration > Issues > Permission Schemes.

4. Click Add permission scheme.

5. Grant the permissions according to this chart. 

6. Navigate to Administration > User management > Users. Click Create user.

Note: For Jira Cloud, this window will ask you to Invite Users as opposed to creating them.

7. Navigate to Administration > User management > Groups. Click Edit members next to your Jira Service Account Group name.

8. Type in the Service Account username in the Add members to selected group(s) field and click Add selected users.

Additional Materials

Jira and Jira Align Integration: Creating an API Service Account 

[Rodrigo Cortez]

Excellent write up!

[Hina Tufail]

Hi @James McCulley 

Thank you for this excellent article ! It was very helpful.

I still need a few precisions about that Service Account :

- Does it have to be a Jira Administrator or a non admin account with "Admin projects" rights on the relevant projects is sufficient ?

- Also, does it have to be a "Super Admin" in Jira Align to make it work properly ?

Many thanks.

Kind regards,

Hina Tufail

[Gunjan Kishor Mota]

Hello,

Excellent article ! It was very helpful just adding 1 point After Step4 ,

We have to add name and description for account and than add permissions as mention above.

Regards,

Gunjan Mota

[Shafi G]

@James McCulley  i am kind of confuse, we have Jira and JiraAlign both. I have been asked to create a service account in Jira and forwarded this writeup for the help. Accordingly, i created group and then assigned permissions to the group. Then added existing admin members to this group. But don't know if i also have to have additional account created in Jira that i need to add into this group that i have created so that particular account can be used for the Jira Align integrations? If yes, then do i have to also create same account with the email access /account so that we could receive emails on that? as creating user on the fly here would not actually going to get the emails. Raised a helpdesk ticket, but i could see helpdesk could not understand the question. 

[James McCulley]

@Shafi G Yes you need to create the service account in Jira. No you don't need to create the account in Jira Align. The service account does not need to receive emails.