Configuration

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Configuring the app settings

Follow these steps to configure the app settings:

  • Log on to Jira as an administrator

  • Go toĀ Administration > Documents

  • ClickĀ SettingsĀ underĀ Documents App Configuration.

  • On theĀ SettingsĀ tab, change the settings to suit your preferences. See the table below for a complete description of the available settings.

  • Click Save to apply the changes.

5. App configuration.png

Ā 

The table below shows details about the available settings.

Setting

Description

Setting

Description

Maximum file size

The maximum size allowed for an uploaded file, in MB.
The default value is 10 MB. Jira administrators should keep in mind that the necessary amount of disk space is directly proportional to the number and size of files introduced into the system.

Columns displayed in list view

Choose which columns are to be displayed in the list view. These settings affect all users. The Type and Title columns are always displayed, that's why they cannot be unchecked.

Configuring the app permissions

You can restrict access to the "Documents" tab or restrict specific privileges (create, edit, delete, move) regarding documents or folders through the app permissions configuration. Follow these steps to configure the app permissions:

  • Log on to Jira as an administrator

  • Go toĀ Administration > Documents

  • ClickĀ PermissionsĀ underĀ DOCUMENTS APP CONFIGURATION

  • On theĀ PermissionsĀ tab, check the actions that you want to allow for each project role. See the table below for a complete description of the available permissions.

6.App permissions.png

Ā 

The table below shows details about the available permissions.

Permission

Description

Permission

Description

View

Check this option if you want the project role members to view and download the documents posted on the ā€œDocumentā€ tab. The Documents tab will be hidden for users who do not have this permission.

Create

Check this option if you want the project role members to be able to add documents and folders. The ā€œAdd Documentā€ button will be hidden for users who do not have this permission.

Edit

Check this option if you want the project role members to be able to edit documents and folders or to restore previous versions of the documents. The ā€œEditā€ option will be hidden for users who do not have this permission.

Delete

Check this option if you want the project role members to be able to delete documents and folders. The ā€œDeleteā€ option will be hidden for users who do not have this permission.

Move

Check this option if you want the project role members to be able to move documents and folders to another folder. The ā€œMoveā€ option will be hidden for users who do not have this permission.

Unlock

Check this option if you want the project role members to be able to Unlock editing for specific documents and folders. The ā€œUnlockā€ option will be hidden for users that do not have this permission, but it is always offered to the user who locked the document regardless of this setting.

Set Permissions

Check this option if you want the project role members to be able to restrict access to specific documents and folders or to deny specific operations (View, Edit or Delete) for specific users or groups by setting permissions over individual documents and folders. See more about how users can set permissions over individual folders and documents in the section Setting permissions over individual folders and documents. The permissions set by the users over individual documents and folders are within the limits of the system-wide permissions that you set here.

  • If you want the document creator to be able to set permissions over his/her individual documents and folders regardless of his/her project role, check The document creator can always set permissions over own documents and folders.

  • If you want only the document creator to be able to set permissions over documents and folders, then checkĀ Only the document creator can set permissions over documents and folders.

IMPORTANT:Ā 

When checkingĀ Only the document creator can set permissions over documents and folders, the settings from theĀ Set Permissions column become obsolete as they are all unchecked automatically.

  • ClickĀ SaveĀ to apply the changes.

If a Jira user is a member of a project role that has specific permission but is also a member of another project role that does not have that permission, it is considered that the user in question has that permission.

The Project Lead has full privileges and can perform all the actions on the project's documents.