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This page describes the different types of permissions and access rights that can be set up in ProForma.

Create form templates

Anyone with Administer Project permissions can create, edit, or delete form templates in their respective projects. This lessens the burden on Jira administrators and puts responsibility for data collection in the hands of the team that uses the data.

Create issue with Issue Forms

If the Issue Forms feature has been enabled, users will be able to create issues directly from ProForma forms assuming that the user has Create Issues permissions in the project. If they only have permission to view or edit issues, they'll be unable to create an issue from a form and will likely receive a HTTP 403 error.

If you want “Any logged in user” to be able to create issues, be sure your permissions are set accordingly.

Project permission errors

ProForma needs to read and write data in the Jira projects that it's enabled on. ProForma can do this automatically in a standard installation of Jira, but if you or your administrator have restricted permissions in Jira, then ProForma might not work.

If you see the below message when viewing an issue, then it means ProForma is unable to read issue data on the project.

You have two options for dealing with this: either restore permissions to ProForma, or disable ProForma on that project.

Restore Permissions

To get ProForma working, make sure that the normal permissions that Jira assigns to add-ons have been applied to ProForma. This includes:

  • The ProForma user addon_com.thinktilt.proforma.add-on is a member of the project role atlassian-addons-project-access.

  • The project role atlassian-addons-project-access has all permissions on the project. This is Jira's default setting, and we recommend all permissions are granted.

  • If you are using ProForma Lite, ensure that the permissions have been applied for the ProForma user addon_com.thinktilt.proforma.lite.add-on.

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Permissions Helper

 You can also identify missing permissions by using the Permission Helper, located on the Permissions tab in Project Settings.

Disable ProForma on a project

If you don't  want to use ProForma on a particular project, you can eliminate the error by disabling ProForma on that project. 

Permission summary

機能

ロール

Permission required

Reopen locked form

プロジェクト管理者

プロジェクト管理者

Create issues from forms

ユーザー

Create Issues permission 

Build, edit, or delete form templates, and edit form settings

プロジェクト管理者

プロジェクト管理者 

Even a Jira Administrator needs Project Administrator permissions to edit forms on a project.

Delete forms from issues

ユーザー

Any user with Edit Issues project permissions. 

Install, disable, or uninstall ProForma

Jira Administrator

Jira Administrator

Configure ProForma

Jira Administrator

Jira Administrator

Add, edit, and delete Data Connections

Jira Administrator

Jira Administrator

Configuration Manager for Jira integration

Jira Administrator

Jira Administrator

Add form to issue

ユーザー

Any user with Edit Issues project permissions 

Submit Jira Service Management portal request with form

Jira Service Management Customer

Any user with access to the Jira Service Management portal and request type



最終更新日: 2024 年 12 月 11 日

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