Automation basics
Understand the general concepts and best practices of automation in Atlassian cloud products.
By default, all project admins can create and manage automation rules for their projects. To be a project admin, they’ll need the following permission:
Company-managed projects: Anyone with the Administer projects and Browse projects permissions can create and manage automation rules for their project. Learn more about permissions for company-managed projects
Team-managed projects: Anyone with Administrator access can create and manage automation rules for their project. Learn more about permissions for team-managed projects
Global admins can disable the ability for project admins to create and manage rules. However, system rules will still be created when a project is created. Read more about system rules
Select> System.
Select Global automation.
Select > Global configuration.
Use the dropdown to choose specific users and groups, or uncheck Allow project administrators to manage project rules to remove the ability for project admins to create and manage rules for their projects.
Anyone who has the Administer Jira global permission can create and manage automation rules across all of Jira. Learn more about global permissions in Jira Cloud.
Admins with the Administer Jira global permission can:
Create and manage automation rules with any scope. This means they can create single-project rules, multi-project rules, or rules that affect all projects.
View Jira-wide automation data, such as number of executions used.
Once Operations are enabled for their teams, all Operations admins can create and manage automation rules. Read more about Operations.
Operations admins are different from team admins. Anyone with the user role Admin in a team’s Operations is an operations admin. Read more about member roles in operations.
To create and manage automations in Operations:
Go to your team, and select Go to operations from your team detail.
Select Automation in the side navigation.
Create a rule from the rule builder.
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