Managing Project Role Schemes (2.9)
- Karina Zoin
Project Role Schemes are collections of project roles that can be used when a project is created.
Creating a new Project Role Scheme
- From the Cog menu
, choose Add-ons. - Locate the Delegated Project Creator section in the left sidebar and choose Project Templates Settings to display the Configure Project Templates Settings page.
- From the Project Role Schemes tab,
- Supply a user-friendly name for the Project Role Scheme.
- Click the Add buton (
).
- Once the scheme has been created, click Add project roles to add project role entries to the scheme.
- If you have an existing project with a set of Project Roles and role members you'd like to use as a Project Role Scheme, click Create scheme from project to create a scheme based on that project.
Editing an existing Project Role Scheme
Important
In order for the project roles to be applied, the creator must be a project administrator. Please make sure that your Permission Scheme has granted the Administer Project permission to the Project Lead role.
From the Project Role Schemes tab,
- Hover over the Name field of an existing Project Role Scheme and click the pencil icon (
) to edit the scheme name inline. Then, click Save (
) to save your changes or Revert (
) to discard your changes. - Click Edit () next to an existing Project Role Scheme to display Edit Project Role Scheme page which displays each built-in and custom project roles currently defined in your JIRA instance.
For each role, you can add the users and groups you wish to have in that project role.
In the Users field, type in the username (if known) and click Add; otherwise, click Find User to search for and select the desired user and then click Add.
In the Groups field, type in the group name (if known) and click Add; otherwise, click Find Group to search for and select the desired group and then click Add.
Once you've completed your editing, click Done.
Editing a Project Role Scheme does not affect any projects previously created using that scheme.
Removing the default project roles
You can indicate to exclude the default project role membership that may have been set up previously by a JIRA Administrator. To do this, click the "Exclude default roles" option next to the desired scheme and then click the Save button (). To undo the change, click the Revert button ().
Deleting an existing Project Role Scheme
From the Project Roles Schemes tab,
- Click Delete (
) next to an existing Project Role Scheme to delete that scheme.
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