Installing the Add-on
The Delegated Project Admin Pro for JIRA add-on is available in the Atlassian Marketplace. It can be installed via the Universal Plugin Manager in JIRA.
Once the add-on has been installed and a valid license has been supplied, a JIRA administrator Administrator can access the Delegated Project Admin configuration pages by choosing Add-ons from the JIRA administration menu and then locating the Delegated Project Admin section in the left sidebar.
Selecting what to delegate
The first step in configuring the Delegated Project Admin Pro add-on is to adjust the settings on the Select What to Delegate screen to indicate which configuration types can be modified by your delegated project administratorsDelegated Project Administrators.
There are 2 possible modes for delegating certain aspects of project configuration to delegated project administratorsDelegated Project Administrators, as noted by the left and right sections of the screen:
- Basic "Guided Path", which allows them to switch a project from one scheme to another.
- Full "Self-Service", which allows them to define customize a "Process Template", which is a set of configuration options controlling the issue types, fields and workflow that can be applied to a project. These configuration options include switching from one scheme to another and also editing a scheme to customize its behavior In Self-Service mode, the Delegated Project Administrator can also edit the Notification and Permission Schemes to customize them as desired.
The changes resulting from Self-Service mode can have a more significant impact on a project than Guided Path mode. Hence, it is best to use caution when configuring Self-Service mode. That being said, the Delegated Project Admin add-on ensures each change individual changes – from either mode – can be rolled back by a JIRA administrator Administrator or a delegated project administratorDelegated Project Administrator.
An administrator A JIRA Administrator can choose to delegate only via Guide Path mode, only Self-Service mode, or both. Please note that your selections on this screen will not be put into effect until you have selected your delegated project administrators Delegated Project Administrators on the Select Who to Empower screen.
Guided Path
For each scheme type shown in the Guided Path section, click the 
icon to open a Delegation screen:
From this screen, you can configure which options are available to delegated project administratorsDelegated Project Administrators:
- None (Delegation disabled) - This will disable delegation for this particular type of scheme.
- All existing schemes - This will allow delegated project administrators allows Delegated Project Administrators to select from all of the relevant schemes in your instance.
- Exclude only specific schemes - This allows the JIRA administrator you to select which of the relevant schemes SHOULD NOT be available for delegated project administrators Delegated Project Administrators to select from.
- Include only specific schemes - This allows the JIRA administrator you to select which of the relevant schemes SHOULD be available for delegated project administrators Delegated Project Administrators to select from.
When "Exclude only specific schemes" is selected, you can select each desired scheme in the "Select schemes to exclude" dropdown and they will appear at the bottom of the popup.
Click the 
icon next to Once a scheme to remove it from the listhas been added to the list, it can be removed by clicking the adjacent icon.
When "Include only specific schemes" is selected, you can select each desired scheme in the "Select schemes to include" dropdown and they will appear at the bottom of the popup.
Click the icon next to Once a scheme to remove it from the listhas been added to the list, it can be removed by clicking the adjacent icon.
Click Close when you are through making changes. This screen will be dismissed and the Select What to Delegate screen will be updated to reflect your selections.
Continue clicking the icon for each remaining scheme type shown in the Basic "Guided Path" section to ensure its delegation is set as desired.
Self-Service
The As mentioned above, a Process Template is a set of configuration options controlling the issue types, fields and workflow that can be applied to a project. In the Self-Service section allows you to select which issue types, fields, workflows, statuses, and groups , the items shown for Issue Types, Fields, Workflows and Statuses are used within a Process Template and indicate what will be available for your delegated project administrators Delegated Project Administrators to select from when adjusting their own a Process Templates Template while in Self-Service mode.
Note that the Self-Service section on this Select What to Delegate screen does not list any schemes. This is because Self-Service effectively allows your delegated project administrators to build what we refer to as a Process Template – a collection of whichever items in this section you choose to delegate – that can be applied to a project to govern its behavior.
For each of these items, click the icon Projects can have one or more Process Templates associated with them. For instance, you may have a project that supports multiple issue types. Three issue types use one set of field and the fourth issue type has a different set of fields. In this scenario, two Process Templates would be needed in order to ensure the appropriate behavior is carried out for the project.
The Groups item is used within Process Templates. Instead, it indicates what groups, if any, should be available for your Delegated Project Administrators to select from when editing Permission Schemes or Notification Schemes while in Self-Service mode.
Click the icon for any of the items shown in the Self-Service section to open a Delegation screen:
From this screen, you can configure which options are available to delegated project administratorsDelegated Project Administrators:
- None (Delegation disabled) - This will disable delegation for this particular item.
- All existing <items> - This will allow delegated project administrators Delegated Project Administrators to select from all of the relevant items in your instance.
- Exclude only specific <items> - This allows the JIRA administrator you to select which of the relevant items SHOULD NOT be available for delegated project administrators Delegated Project Administrators to select from.
- Include only specific <items> - This allows the JIRA administrator you to select which of the relevant items SHOULD be available for delegated project administrators Delegated Project Administrators to select from.
When "Exclude only specific <items>" is selected, you can select each desired item in the "Select <items> to exclude" dropdown and they will appear at the bottom of the popup.
Click the icon next to Once an item to remove it from the listhas been added to the list, it can be removed by clicking the adjacent icon.
When "Include only specific <items>" is selected, you can select each desired item in the "Select <items> to include" dropdown and they will appear at the bottom of the popup.
Click the icon next to Once an item to remove it from the listhas been added to the list, it can be removed by clicking the adjacent icon.
Click Close when you are through making changes. This screen will be dismissed and the Select What to Delegate screen will be updated to reflect your selections. Continue clicking the icon for each remaining item shown in the Full "Self-Service" section to ensure its delegation is set as desired.
When you are through configuring what to delegate, click Select what who to delegate for those you've empowered at empower for each delegation approach at the bottom of the screen to move to the next step.
Selecting who to empower
sThe Select Who to Empower screen is where you will identify the project administrators who can perform actions against the items you selected on the previous screen.
In order to perform delegated administrative functions on a given project, a user must fall into one these categories:
- User Type: JIRA Administrator, which refers to members of the jira-administrators group. Members of this group do not have to have the "Administer Project" permission.
- User Type: Project Administrator, which refers to someone with the "Administer Project" permission.
- User Type: Trusted Project Lead, which refers to someone with the "Administer Project" permission AND who has been set as the Project Lead.
- Group: <groupname>, which refers someone with the "Administer Project" permission AND who is a member of the named group.
These first 3 categories appear on this screen by default. The fourth – Group: <groupname> – must be added for each group you wish to empower, by clicking Add a 'Trusted Adin Group' to empower.
As you can see, there is one column pertaining to Guided Path mode and (in blue) many columns pertaining to Self-Service mode. For each row, select the checkboxes that correspond to the type of project administration functions you want to delegate. When you are through making changes, click Save to save your changes or click Cancel to discard them.
Guided Path
In the Basic "Guided Path" section, each checkbox indicates the type of scheme that the Delegated Project Administrator will be able to switch to another existing scheme. Note that the checkboxes in this section have no effect unless you have delegated that type of scheme on the Select What To Delegate screen.
Self-Service
The Full "Self-Service" section is, by its very nature, more complicated. Here is what each checkbox means:
| Checkbox | Delegation It Allows | UI available to Delegated Project Administrators on the main Self-Service screen, when checkbox is selected | Types of Activity that |
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| Self Service: Enable | Entering and exiting Self-Service mode |
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| Process Templates: Customize | Renaming, cloning, or removing a Process Template |
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| Issue Types: Select | Adding or removing an Issue Type |
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| Fields: Select | Adding or removing a Field from the Create, Edit and View screens. |
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| Fields: Edit | Making a Field required or optional, adding or removing a Field from the Create/Edit/View screens, and reordering a Field on the Create/Edit/View screens. |
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| Workflow: Switch | Associate the project with another existing Workflow |
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| Workflow: Edit | Add a step/transition to the Workflow, edit the Fields available on the transition screen, reorder the Fields available on the transition screen |
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| Groups: Select | Allow the referencing of a Group or Group Custom Field Value (within a Permission Scheme or Notification Scheme), as long as a field of that type was delegated in the Fields section of the Select What To Delegate screen. |
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| Notifications: Edit | Edit a Notification Scheme to add or remove notification recipients |
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| Permissions: Edit | Edit a Permission scheme to grant or revoke a permission |
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