Skip to end of banner
Go to start of banner

Frequently Asked Questions - 2.0

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

  1. Guided Path, which allows them to switch a project from one scheme to another.
  2. Self-Service, which allows them to define a "Process Template", which is a set of configuration options 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 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 – from either mode – can be rolled back by a JIRA administrator or a delegated project administrator.

An 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 on the Select Who to Empower screen.

What is "Guided Path"?

The Guided Path mode allows a delegated project administrator to switch a project from one scheme to another. 

  • Issue Type Schemes
  • Issue Type Screen Schemes
  • Field Configuration Schemes
  • Notification Schemes
  • Permission Schemes
  • Workflow Schemes

A JIRA Administrator can use the Select What to Delegate configuration screen to select the appropriate delegation for each of these types of schemes, including:

  • Allowing no delegation (i.e. no schemes are selectable)
  • Allowing all existing schemes to be selectable
  • Allowing all existing schemes – except for specific ones – to be selectable
  • Allowing only specific schemes to be selectable

To switch a project from one scheme to another, the delegated project administrator can click the  icon in the sidebar of the Project screen to open the Delegated Project Admin screen. From there, just click the tab corresponding to the type of scheme to change, then click the Select Different Scheme button. A list of available schemes is shown, and the delegated project administrator can select the one that should be applied to the project.

By default, the delegated project administrator will be working in Guided Path mode, even if the JIRA administrator has enabled both Guided Path mode and Self-Service mode. However, if desired, the delegated project administrator can switch to Self-Service mode, opening up more capability.

What is "Self Service"?

The Self-Service mode allows delegated project administrator to create a "Process Template", which is a set of configuration options controlling the workflows, fields, issue types, and groups that can be applied to a project. In Self-Service mode, the delegated project administrator can also edit the Notification and Permission Schemes to customize them as desired.

By default, the delegated project administrator will be working in Guided Path mode, even if the JIRA administrator has enabled both Guided Path mode and Self-Service mode. However, if desired, the delegated project administrator can switch to Self-Service mode by clicking the Enter Self-Service Mode button to open up more capability.

What is a Process Template?

A Process Template is a set of configuration options controlling the workflows, fields, issue types, and groups that can be applied to a project. Process Templates are available only in Self-Service mode.


On this page:


  • No labels