My company is evaluating JIRA. I have used it in the past as a user, but never an admin. I am just evaluating it at the moment but have some questions on how to set it up. So here is my scenario.
We have different programs that we want to use this. So for that I know each program would be a project. So I create the projects, say ProgramA, ProgramB, and ProgramC. So I got that far. I am confused as how to set up users and groups and project roles.
Here is my situation.
Each program will have an Admin, Program Manager, and users, maybe a few others. Would these be the project roles?
So say I have UserA. He is a user for ProgramA. I want it so he can only see ProgramA items. UserB is a Program Manager on ProgramA and ProgramB, so he should see both. UserC is a user on ProgramC only.
How do I set this up. I am confused about the groups/roles/etc. Every program will have the same tasks. Also, how do I set up permissions for each group, do I do that by the project roles? Example, users can only create issues, but program managers can create issues, close issues, etc. Admins can do everything.
Please help. Thank you
Start by reading this :
You will be using groups/roles etc in the permission scheme. If you have different people using different projects (or programs as you call it), add them in to the project roles and use the roles in the permissions. If there are groups, like the jira-administrators, which has access to all projects, you can use it in permission scheme directly.
You can also define new roles and/or define which groups will have default access for each roles.
Ok, so I created both projects, added 3 users plus an admin. Created two groups, programA_users and ProgramB_users. user1 is in A, user2 is in B, and user 3 is in both. I have two roles project_admin and project_users. Then I went into programA and added programA_users to the project_users role. I think I am good so far. Next you mentioned the permissions. Is this permissions for the individual project or the default permissions schema?
Awesome. I think I understand those relationships now.
On to my next set of questions. I have 3 types of issues (Problem/Issue, Hardware Failure, and Business Opportunity). I have created these issues in JIRA. I know how to add custom fields (though I do have a question about that later). Each issue type will have different fields. How do I create a screen for each type?
No, not at all. I am in MD as well. Might have some work for you in the future, possibly. If our IT department gets their head out of their a**'s. Maybe setting up JIRA for us or more, if you would be interested. It is a large enterprise, and the tool we are creating we are going to be using company wide.
Hi Dave (is this the DK from the PEAK of my career I think it is?)
First of all, you have to set up an issue type scheme for the project(s).
You use the issue type screen scheme.
You create your screens (view, edit/create) and associate these screens with an issue type in the issue type screen scheme.
Then you associate the issue type screen scheme to the project.
So for Business opportunities I want the create screen to basically have three fields, Title, description, and status. the edit screen would only allow for a status change, the other fields would not be editable.
For Problems/Issues issue type, I want it to have a few more fields.
So for each issue type, the screens will look different between the issue types. How do I do this?
All projects will have the same screens.
create separate screens:
issuetypeB edit/create screen
etc for issuetypeB, C, ....
create your issuetype scheme for the project and associate it with the project.
Then associate the screens to the issue type in the issuetype screen scheme
you will be able to say issuetypeA for view, issuetypeB for edit/create, etc.
Then associate the issuetype screen scheme to the project.
Ok, got that, thanks.
So i have figured out the create issues screens for each issue type. My question now is, when i am browsing issues, and pick an item and view that specific issue, what screen is that showing me. How to I edit that screen. The workflow and resolve screens, what are they?
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