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Set the Restrictions for the Process Template to restrict access to view and edit processes.

To add Restrictions, go to the Templates and click three dots of the selected process.

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Template restrictions refer to limitations that are placed on templates to regulate the way in which they can be used, edited, and viewed. There are 2 options for restrictions:

  • Anyone can view and edit

  • Only specific people can view and edit

Instruction on how to set Template Restrictions

  1. Go to Templates, hover over the needed Process, and click on the Lock icon.

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  2. By default, anyone can edit and view all templates.

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  1. To set up a restriction on the template select option Only specific people can view and edit and choose from the list of individual users or groups

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  1. who will see and edit the template.

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  1. Once limited resection is selected - other people

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Be careful. All people you give permissions can edit templates, add other people and delete existing users.

When a process is started, only users that have access can view it on the Process tab.

If the user doesn't have permission to the process, he can see the created issue, but can't view the form in the issue.

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  1. can’t open to view or edit the template, they only see that the template exists and its owner.

  2. When you add restrictions to the process there will be shown Lock icon on the process line in the Grid.

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  3. Once Template has received a restriction, all subsequent Processes will be available only to those who have access.

When you restrict a template, the creator and Jira admins group become the owners of the template.

Be careful. All people you give permissions can edit templates, add other people and delete existing users.

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Questions? Just email us to get an answer support@saasjet.com.

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