Work with custom roles

Things to do before you start:

• Make sure you’re a site admin or a Jira admin.

• Launch operations for your team. Learn how to launch Operations for your team

To work with custom roles for your team:

1. In Jira Service Management, go to Settings > Products.

2. Scroll to the Operations section and select Custom roles from the sidebar.

Create a custom role

To create a custom role:

1. Select Create custom role at the top of the page.

2. Enter a name for the custom role into Role name.

3. Select the permissions you want to grant the members with this role and deselect permissions you don’t want your members to have. There are two groups of permissions, one for alerts and the other for access. Learn more about permissions.

4. Select Create to save the custom role.

Edit a custom role

To edit a custom role:

Select the three dots menu on the right of the custom role and select Edit. Change the permissions for the role as needed. Select Update.

Delete a custom role

To delete a custom role, select the three dots menu on the right of the custom role and select Delete. This action can’t be undone.

You can't delete a custom role if it’s still assigned to a user.

Assign a custom role

To assign custom roles to your team members:

1. In Jira Service Management, go to Settings > Products.

2. Scroll to the Operations section and select Role assignment from the sidebar.

3. Select the drop-down under the User role column and select a custom role as applicable.