PRAM Documentation v3.7.0

PRAM Documentation v3.7.0

Version: 3.7.0

Date: 2024-03-29

Project Roles Admin Master

project-roles-admin-master-avatar-576-20240214-174104.png

Project Roles Admin Master for Jira lets you see who has which role on your projects, for users from a project point of view but also for Jira administrators from a global point of view. Filter and Export features + shortcuts for Jira Administrators

What’s New?

[v3.7.0] - 2024-03-29

Added

  • Improved UI

  • Project Page improvements:

    • Edit Mode to assign / remove project roles to users on the fly.

    • Display only project roles that can be assigned on the project.

    • Difference between company-managed projects and team-managed projects.

    • Links to users page.

    • Grey tag to identify inactive users.

  • Global Page improvements:

    • On Jira Project Roles Tab, now display "Scope" to make the distinction between company-managed projects and team-managed projects and to know which projects are associated to which project roles.

    • Filter by Project Type (company-managed or team-managed projects).

    • View options to display dynamically the kind of project roles you want: company-managed Project Roles or both team-managed or company-managed Project Roles or both.

    • Links to user pages and project pages.

Documentation

Introduction

Project Roles Admin Master for Jira lets you see who has which role on your projects.

In a project (Project Page)

Left Menu > Project > Project Roles

Project Roles Project Page-20240329-164304.png
Project Page

Update who has a Project Role or is a Component Lead

You can update directly project roles and component leads if you use View Options > Edit Mode:

 

Project Roles Project Page Edit Mode-20240329-164418.png
Easy and fast to add or remove a user

Project Roles

You can check which roles can be used for the project:

 

Project Roles Project Page Project Roles-20240329-164637.png
See only the project roles that can be used on the project

Globally (Global Page)

Top Menu > Apps > Project Roles Admin Master

This is a global view of the projects and you can see all the users involved in your Jira site:

Project Roles Global Page-20240329-165146.png
Global View

Filter

You can filter by

  • Project

  • User

  • Project Role and identify the company-managed project roles vs team-managed project roles

  • User Status, active or inactive.

  • Project Type, because Project Roles behave differently in company-managed projects and team-managed project.

Project Roles Global Page - Filter-20240329-165420.png

Project Roles

 

Project Roles Global Page - Manage project roles of all project types-20240329-171039.png
All the Project Roles on the same page

Export

Use the XLSX button that is below the table to export your data in Excel format.

A few examples:

Project Roles Project Details Export-20240329-181409.png
Project Roles for a Project
Project Roles Details Export-20240329-181031.png
Projects Roles after Filter
Project Roles Export-20240329-180430.png
Jira Project Roles

Configuration

Project Roles Admin Master for Jira does not need any initial configuration, but you can use the settings to decide who can see it.

 

Use Cases

There are 3 types of users

  • Project User: a user who can view a project and its issues (Browse Projects permission)

  • Project Administrator: a user who has the rights to change the settings of a project (Administer Projects permission)

  • Jira Administrator: a user with the global Jira Administration rights.

As a Project User

You can use the Project Page to:

  • Check who work on a project

  • Check if you have a role on a project (either Project Lead or a Project Role).

  • Find the right person to ask a question. For example, find the Product Owner or a Developer, or the Project Lead.

  • ...

As a Project Administrator

You can use the Project Page to:

  • Check that the Project Roles are up-to-date

  • Detect if someone who does not work for your project anymore has still a Project Role.

  • Detect users who left the company and still have a Project Role.

  • Detect if there are problems:

    • People who should not have such permission

    • Whole group assigned to a Project Role by mistake

    • Too many people having a Project Role in a project

    • ...

As a Jira Administrator

You can use the Global Page to:

  • Have a global vision of the project roles of a project (Search by Projects)

  • Find all the projects where a user has a role (Project Lead, Project Role or Component Lead)

  • Have direct links to change the People settings of any project

  • Find all the projects where there are users in a Project Role (Search by Project Role)

  • Have the list of the different Jira Project Roles and links to update them

 

Project Roles Global Page - Identify inactive users-20240329-170916.png
Identify inactive users

 

Settings

Project Settings

As a Project Administrator, you can hide Project Roles Admin Master for Jira from your project. The Project Page won't be displayed to Project Users.

Left Menu > Project Settings > Apps > Project Roles Admin Master

 

Project Settings-20240329-174829.png
Project Settings

 

Global Settings

As a Jira Administrator, you can hide Project Roles Admin Master for Jira globally. It won't appear, neither the Global Page nor the Project Pages.

Top Manu > Apps > Manage your apps > Apps > Project Roles Admin Master

Global Settings-20240329-174941.png
Global Settings