Configure the Client profile

Sergio Cardoso August 30, 2024

 

I want to configure the Client profile to only be able to create Bugs, not requirements, epics or sub-tasks.

Any tips???

TY

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Adrián García González
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August 30, 2024

Hi @Sergio Cardoso,

Yes, it is possible to restrict certain users to only create Bugs and not other types of issues such as Requirements, Epics or Sub-tasks. This can be done by using validators in the Jira workflow. Here is a step-by-step guide on how to do this:

1. Separate workflows by issue type.
First, make sure that the issue types you want to restrict (such as Epics, Requirements, Sub-tasks) have separate workflows. This is necessary so that you can apply specific restrictions to those issue types.

2. Modify the workflow for restricted issue types
In the workflows corresponding to the issue types you want to restrict (e.g. Epic), perform the following steps:

Access the workflow: Go to Jira Administration > Issues > Workflows and edit the corresponding workflow.

Find the issue creation transition: In the workflow, find the transition that corresponds to the issue creation (usually called ‘Create Issue’).

Remove the default validator: Remove the default validator that allows the creation of issues with the ‘Create Issues’ permission.

Add a new validator:

Add a validator that restricts creation to a permission that only administrators or a specific group of users have. For example, you can add a validator that requires the ‘Manage Projects’ permission or any other custom permission.
This new validator will prevent users without the appropriate permissions from completing the creation of those types of issues.

3. Test the configuration
Once you have made these changes, test the configuration with a user in the ‘Customers’ group. Try creating an Epic or Sub-task and verify that the system displays an error message when trying to save the issue.

See this Atlassian article for more details: https://confluence.atlassian.com/jirakb/how-to-restrict-the-creation-of-an-issue-based-on-issuetype-1267761379.html

I hope it helps, best regards!

Sergio Cardoso August 30, 2024

Amazing @Adrián García González 

I'll follow your recommendations.

 

Adrián García González
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August 30, 2024

Great, I hope it works for you, let me know if it does!

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