How to set permissions in Jira?

Screenful connector needs to access your project data in Jira in order to populate the dashboard. Follow the steps below to set permissions so that you can limit the access to only those projects that you need to. 

Notice that you need an Administrator level permissions in order to perform the tasks below!
 

1 Create a new user and a user group

  1. Create new user for Screenful
  2. Create an "integrations" usergroup (no permissions to start).
  3. Assign Screenful user as a member of the integrations group

 

2 Set global permissions for the user group

1 Go to global permissions setup

Select System from the Jira Administration menu on top right corner

Select System from the Jira Administration menu on top right corner

Select Global permissions from the left menu

Select Global permissions from the left menu

2 Assign the JIRA Users global permission to the integrations group

 
   After creating user and group, go to Global Permissions and give group a  JIRA User global permission

   After creating user and group, go to Global Permissions and give group a  JIRA User global permission

Now the newly created user can log in but cannot see or access any projects in Jira. To grant visibility to projects, assign group to each of the projects that the user needs to see. 
 

3 Assign group to a project

  1. Go to Projects Admin tab
  2. Under Users and roles add the group to the Users roles.
  3. Make sure that the selected permission scheme for the project allows Project Role (Users) to Browse projects.
 
On Project Menu, Assign Group to Role

On Project Menu, Assign Group to Role

And Role to Permissions through Project Permissions (note that this is specific to roles on this project, so no role, no permissions

And Role to Permissions through Project Permissions (note that this is specific to roles on this project, so no role, no permissions

Note that the Permission Scheme, while global, is being applied to this project specifically. Giving the user "browse on projects" will only apply to projects on which they have been assigned a role (see 2 above). So this new user can only in fact browse this specific project.
 

4 Repeat with all the projects included in the agile board

The filter query associated with an agile board defines which projects are used as a source for issues to be included in the board. In order to see all the issues, the user must have access to all those projects. Therefore, you need to look at the filter query and repeat step 3 (Assign group to a project) with all the projects included in the query. 

 
Look at the Filter Query to see which projects are included in the agile board

Look at the Filter Query to see which projects are included in the agile board

That's it! You can test this now by logging in as Screenful user. You should be able to access the project and its issues. 


Troubleshooting

Q: I've done the step above but still can't access the tasks in the board?

A: Please check your board filter settings