We're configuring our new Jira account and here's the situation. We have 2 types of users, let say, Developers and Clients. In both cases, we don't want them to see all projects and we want to define their permissions properly.
So what we noticed that we can easily do that with project roles, except that we need to re-create that role for every single project. We couldn't find a way to create a project role re-usable to all of the projects.
Looking at the permission schemes, we can assign permissions similar to project roles, but not limiting seeing the project list.
What would be the best way?
Thank you in advance.
There's a bit missing from your question - whether the project is a Classic or Next-Gen project.
For classic projects, project roles are global. Let's imagine you go to Admin -> System -> Security -> Project Roles and add "Cat wrangler" to the list of roles. When you next go to any project and use Admin -> People, you will find "Cat wrangler" appears when you click the "roles" button for the role to work with. You'll find "Cat wrangler" immediately available in the permission schemes too.
For Next-gen projects, no, the roles are local to the project. I'm afraid there is no way to add a global role to them. (This is one of the reasons I hold up Next-gen projects as "not ready for real use yet")
Project roles are created globally for an instance. Once you create a role like Developer, Tester, Manager etc then within each project the project admin can add people to these roles. What these role can do depends on the permission scheme.
So using project roles is a good idea so you don't have to create multiple permission schemes, unless you really have to.
Excactly, roles is always a best practice.
You would add the role to the permissions scheme and then the project admin would add the users for that project to the role.
So it would be
A permission scheme can be shared throughout the projects and you would define the users by granting them the role on a specific project.
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