Setup and Customization

Roles and Permissions

  1. Admin: This super role provides access to all features, including configuration and setup.
  2. Editor: Users with this role can fully update and view legal management data.
  3. Viewer: This role allows users to view but not modify legal management data.

Admins can assign these roles to any Jira groups. By default, a Jira Administrator has access to the Legal Management configuration screens.

System Fields

The app includes predefined legal management fields by default:

These are the base fields necessary for effective legal management.

Custom Fields

If additional fields are required, you can add them via the Add Field button. When creating a new field, configure the following options:

Conditional Formatting

This feature allows data formatting based on specific conditions. You can set conditions based on field values, and apply label and highlight color changes when conditions are met.

Summary


Revision #1
Created 3 January 2025 03:13:58 by Admin
Updated 3 January 2025 03:13:58 by Admin