Hi, I have a question about roles

[Michelle Ann Barnett]

We're trying to make some new templates for our PMO team and the Site Admin is telling me we have Basic, Trusted and Site Admin roles available.  I don't want to assign someone as a site admin just to make some new templates, which role should we assign to add fields and save templates to our Jira instance?  

Thanks,

Michelle Barnett

mbarnett@hgsdigital.com

[David Carr · Accepted solution]

What you can do is leave the user on basic, great a new group add the user into the project. Then give that group admin access to project settings.

To create a group to go Groups within the administration

Next select groups and click Create Group. Give it a name and add the desired user to the group.

Next go into a project and Project Settings then Permissions. 

On the top right click actions then edit permissions and update on the administrator projects option.

A popup will open select Group and select the group you created earlier. Once saved users of the group will have access to configure projects.

Or actually, I've realised you can instead select Single User from the modal instead of using groups.

This should provide what you need.

[Michelle Ann Barnett]

Thanks, I appreciate you getting back to me with this.  I'll try it. 

[Jack Brickey · Accepted solution]

Hi @Michelle Ann Barnett , if you are using CMP projects then the user would need to be trusted. Please refer to the below articles to better understand permissions.

Team Managed Project Permissions 

Company Managed Project Permissions 

[Michelle Ann Barnett]

Thanks for helping with this.  I'll read the articles you referenced.