Template Permissions
Understanding Template Permissions
If the custom Work on Checklist Permission is enabled, the ability to create templates is granted by adding the appropriate user, role or group the Manage Checklist Template project permission in the project’s permission scheme.
Please note that similar to Jira, Issue Checklist allows System Administrators to perform actions that require Administer Project permission.
Company-managed (Classic) Projects
The following permissions are required to work with templates in Company-managed projects:
Global custom Work on checklist permissions setting disabled | Global custom Work on checklist permissions setting enabled | |
|---|---|---|
See templates | Browse Projects | Browse Projects |
Create template | Edit Issues | Manage Checklist Template |
Load template (append) | Edit Issues | Add Checklist Items |
Load template (overwrite) | Edit Issues | Add Checklist Items + Delete Checklist Items |
Edit template (author) | Browse Projects | Manage Checklist Template |
Edit template (all) | Administer Projects | Manage Checklist Template |
Delete template (author) | Browse Projects | Manage Checklist Template |
Delete template (all) | Administer Projects | Manage Checklist Template |
Set default template | Administer Projects | Manage Checklist Template |
Team-managed (Next-Gen) Projects
The following permissions are required to work with templates in Team-managed projects:
Global custom Work on checklist permissions setting disabled | Global custom Work on checklist permissions setting enabled | |
|---|---|---|
See templates | Viewer, Member, Agent or Administrator role | Viewer, Member, Agent or Administrator role |
Create template | Member, Agent or Administrator role | Create Checklist Template |
Load template (append) | Member, Agent or Administrator role | Add Checklist Items |
Load template (overwrite) | Member, Agent or Administrator role | Add Checklist Items + Delete Checklist Items |
Edit template (author) | Viewer, Member, Agent or Administrator role | Manage Checklist Template |
Edit template (all) | Administrator role | Manage Checklist Template |
Delete template (author) | Viewer, Member, Agent or Administrator role | Manage Checklist Template |
Delete template (all) | Administrator role | Manage Checklist Template |
Set default template | Administrator role | Manage Checklist Template |