Manage space roles

Users are assigned roles, and each has a list of permissions such as creating ideas, creating views, etc. There are three roles by default, but you can create custom roles.

Administrator (Creator) has access to all the features available in the space and can manage space settings and people. Admins on a Free plan can’t create custom roles.

Creator (Creator) can do everything in the space except use features requiring administrator-specific permissions. Creators on a Free plan can’t create custom roles.

Contributors can access the space in read-only mode and contribute using enabled features: creating ideas, adding comments, insights, votes, or reactions. Contributors on a Free plan can’t create custom roles.

More on team space access

Before you begin

• You need to be a Jira Product Discovery admin to make the changes.

• Beware that when you give someone a role, they inherit the role given by space access first and then, you can give them more permissions by adding them to the list below and granting a more generous space role.

  • In Open spaces, everyone on your Jira site is given the default creator role.

  • In Limited spaces, everyone on your Jira site is given the default contributor role.

  • In Private spaces, only Jira admins and people you add to the space have a role.

Add a new space role

1. To create a new role go to your space > (…) > Spaces Settings > Access.

2. Under Space roles select Manage roles.

3. Select Create new role, choose the options, and click Create role.

Delete a space role

You can delete a role if you no longer need it in a team-managed space. For example, if you have two roles - lead and manager - that have the same permissions, you can delete one of these roles.

Before you begin

• You can’t delete the default Administrator, Contributor, or Creator roles that come with your space.

• Deleting a role in a team-managed space may impact:

  • Notifications. Learn more about notifications in team-managed spaces.

  • Issue restrictions. Learn more about issue restrictions in team-managed spaces.

• Deleting a role doesn’t remove people with that role from the space. Learn more about removing people.

Steps

1. From your space sidebar, select the space> (…) > Space Settings

2. Select Access > Manage roles.

3. Find the role you want to delete from the list and click .

Enable contributors to create ideas

By default, contributors can’t create ideas, but creators can enable contributors to do so.

Steps

1. Open the needed Jira Product Discovery space.

2. Go to Space settings > Features > Create ideas > Allow contributors to create ideas.

3. Once the feature is enabled, contributors can create new ideas by clicking the Create button on the top navigation bar. They are prompted to write a summary and description of the idea. However, you can request additional information from the user by following the steps outlined in the next section.

Customize an idea form

You can configure the fields the users should fill in when creating a new idea. The customization of an idea form allows to capture all necessary information.

Before you begin

• You need to be a Jira Product Discovery admin to make the changes.

Steps

1. To customize an idea form, open the needed Jira Product Discovery space.

2. Under Views, click + Create a view > Create a new list. Name your list, and then click Fields to select the ones you want to appear on the idea form.

3. Go to Space settings > Features > Create ideas.

4. Under Select a view, select a newly created view from the dropdown list, and then check what fields have been added to the idea form in the Preview form. You can also use a default view or other views from the list as they reflect the views available in your space.

5. Optionally, mark all fields as mandatory to fill in.

6. Under Select a template, select a template for the description field, or create a custom description template by clicking + Create a template.

7. Additionally, select Preview in space to check how users will see the idea form.