Allow specific users to view tasks and subtasks with security levels in Jira Cloud

Summary

Sub-tasks inherit the issue security level of their parent. However, in some cases, the task and sub-task need to be viewed by separate groups of people.

Solution

In Jira, at the moment, it's not possible to assign security levels to sub-tasks, so below you will find the workaround for the suggestion SubTask should have independent security levels.

Prerequisites

The user configuring needs to have Jira Administrator access as well as Site Admin or User Access Admin (for group creation). This is not required if an already created group will be used.

Grant specific users access to tasks and subtasks

1. Create a Group and add Users

Create a new group (example name: "Task viewers") and add the users who will need to see only the Task and not the Sub-task. Alternatively, use an existing group with the appropriate users.

• Create and update groups

2. New Custom Field of type Group picker (multiple groups)

1. Add a custom field of type Group Picker (multiple groups) - (example name - "Task viewer group") from Settings > Issues > Custom fields > Create custom field. Alternatively, an existing group picker field can be used.

2. Assign the custom field to the appropriate Screens, Field configuration schemes, and Layouts of the project configuration.

• Create a custom field

3. Adjust the Permission Scheme

1. Create a new project role (example name - "Task viewers role") from Settings > System > Project roles. Alternatively, use an existing project role.

2. Edit the project's permission scheme to add the Task viewers role" with the desired permissions. Navigate to the project settings > Permissions > Edit permission scheme.

3. Add "Task viewer group" in the People menu for role "Task viewers role".

• Manage project roles

• Manage project permissions

4. Create Issue Security Scheme

1. Create Issue Security Scheme and assign project roles accordingly. Include the Group custom field "Task viewer group".

2. Issue Security Scheme would look like so:

5. Assign Security Level to Tasks and add Groups to the "Task viewer group" field

1. Assign the security level on tasks in the project and sub-tasks will inherit it.

2. On each task that needs to be visible to the user group "Task viewers," add the value to the custom field "Task viewer group." The users will only see the Task and not the Sub-task.