Permissions

This page explains how permissions control access to features in the Templify app. Templify introduces two dedicated global permissions to clearly separate using templates from managing templates.

🛡️ Global Permissions Introduced by Templify

Templify defines two global permissions in Jira:


🔹 Issue Templates – Use Templates

This permission allows users to use existing Issue Templates, but not modify them.

What users with this permission can do:

  • Create issues from templates

  • Apply templates to existing issues

  • Use the Issue Template field on Create Issue screens

  • Trigger automation actions:

    • Create issue from template

    • Apply issue template

  • Benefit from UI Modifications (auto-filled fields, default values)

What users cannot do:

  • Create new templates

  • Edit or delete templates

  • Change template configuration or availability

Default grant: All users


🔹 Issue Templates – Manage Templates

This permission allows full administration of Issue Templates.

What users with this permission can do:

  • Create, edit, and delete Issue Templates

  • Configure template properties (availability, dynamic fields, hierarchy)

  • Access the global Template Manager

  • View audit logs and usage history

  • Use all features covered by Use Templates (this permission includes it)

Default grant: All users

🔐 Feature Access Requirements

Understand which permissions are required to access each part of the Templify app and ensure proper visibility for your users.

Module
Required permissions

Issue Panel (in issue view)

Create Issues in the current project Manage Issue Templates (global permission)

Issue Action → Apply Template

Edit Issues in the current project Use Issue Templates (global permission)

Create Issue → Default Values

Use Issue Templates (global permission)

Templify Admin Pages

Jira protected page

Templify Global Page

Manage Issue Templates (global permission)


🔒 Security & Execution Context

All key operations performed by Templify — including issue creation, field updates, and template application — are executed in the context of the user who triggers the action via the Jira UI.

This means:

  • The app respects Jira’s native permission model

  • Any operation the user is not authorized to perform in Jira (e.g., editing a restricted field, creating issues in a project without access) will also fail or be blocked when executed through Templify

  • The app does not escalate privileges — it never acts on behalf of a system user or administrator in background

✅ Examples of enforced restrictions:

  • If a user cannot create issues in a project, they won’t be able to apply a template to that project

  • If a field is hidden or restricted by a Field Configuration Scheme or Field Security, it will not be editable via a template

  • If a user lacks access to edit sub-tasks, templates containing sub-task structures will not be applied successfully

This ensures that all actions remain secure, auditable, and consistent with how Jira permissions are enforced elsewhere in the system.

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