You can customize user permissions required to access Vansah functions by using Jira groups. This allows you to restrict project functions like "Create Test Cases" or "View Test Case" to Jira Groups in your workspace.
Where to Find Group Permissions
Access Vansah Project Settings
As a Jira Project Administer:
Navigate to your Jira project
On the left-hand menu, click Vansah to open the Vansah panel.
In the Vansah interface, click the gear icon (⚙️) located in the top-right corner.
From the dropdown, click Project under Vansah Settings.
Assign Jira Groups to Vansah Functions
Once in Project Settings, select Permissions from the left-hand menu.
You will see a list of available Vansah permissions like:
Manage Project Settings
View Issue Screen
Vansah Intelligence
Create/Edit Test Cases
Under the Jira Group column, use the dropdown to select one or more groups for each permission
Note: Once you assign a group to a Vansah function, the default Jira permissions required is overridden, and only the selected groups will be allowed to perform that function.
Jira Groups for Vansah Functions
Using Jira groups allows you to control which users in your organization can access specific Vansah functions for a Jira project. As soon as you assign one or more groups to a Vansah function, it replaces the default Jira permissions requirement for that function.
This means only users in the selected Jira group(s) will be able to use that Vansah feature giving you more targeted control over project access.
Example
If you assign the Jira group UAT Testers and system-administrators to the View Test Case permission, only users in that group will be able to view test cases for your Jira project.
Default Jira Permissions when no Group (s) selected
By default, Vansah relies on the Jira permissions listed in the table below to determine whether a project user can perform specific Vansah functions.
This means, if no Jira Group (s) have been selected against the function, Vansah checks a user's access based on their existing Jira permission as shown in table below.
Note: To manage Vansah Project Settings (#1 in Table) all users must have Administer Project Jira permission irrespective of which group they belong to. This is a Jira limitation. (We are working to resolve this with Atlassian to by pass this requirement).
# | Function | Jira Permission * If no Jira Group specified | Creator * Allow Creator | Description |
1 | Manage Project Settings | Administer Project
| - | Allows users to configure Vansah project settings such as environments, custom fields, permissions, and statuses.
NOTE: * (All users Must have Jira “Administer Project” permission irrespective of any Jira group selected) |
2 | View Issue Screen | Browse projects | - | Grants users permission to view Vansah in the Jira Work Item screen. |
3 | Vansah Intelligence | Browse projects | - | If Enabled access to Vansah all Intelligence AI features. |
4 | View Test Case | Browse projects | - | Allows viewing of all test cases within the project. |
5 | Link & Unlink Test Cases | Browse projects | - | Allows linking or unlinking of test cases to Jira work items, test plans, or folders. |
6 | Create Test Cases | Browse projects | - | Allows creation of new Test Cases |
7 | Edit Test Case | Browse projects | ✅ | Allows editing of existing test cases including steps, data, and attachments. |
8 | Delete Test Case | Delete Work Item , Administer Project | ✅ | Allows deletion of Test Cases from the project. |
9 | Delete Test Plan | Delete Work Item , Administer Project | ✅ | Allows deletion of an entire Test Plan. |
10 | Delete Test Plan Iteration | Delete Work Item , Administer Project | ✅ | Allows deletion of specific test plan iterations. |
11 | Delete Test Folder | Delete Work Item , Administer Project | ✅ | Allows deletion of test folders and all contained test cases. |
12 | Delete Recycle Bin (Permanently) | Bulk Change , Administer Project , Delete Work Item | - | Allows permanent removal of items from the Vansah Recycle Bin. |
13 | Delete Test Case Attachments | Administer Project , Delete Work Item | ✅ | Allows deletion of attachments associated with test cases. |
14 | Import Test Cases | Bulk Change , Administer Project , Delete Work Item | - | Allows importing test cases from CSV, XLSX, or JSON formats. |
15 | Import Test Case Results | Bulk Change , Administer Project , Delete Work Item | - | Allows importing of test execution results. |
16 | Export Test Cases | Bulk Change , Administer Project , Delete Work Item | - | Allows exporting test cases to supported formats. |
17 | Execute Test Cases | Browse projects | - | Grants permission to execute test runs and record results. |
18 | View Vansah Board | Browse projects | - | Allows viewing of Vansah Boards and test execution dashboards. |
20 | Access Recycle Bin | Browse projects | - | Allows viewing and restoring deleted items from the Vansah Recycle Bin. |
21 | Delete Test Run/Test Plan Attachments | Delete Work Item , Administer Project | ✅ | Allows deletion of attachments added to test runs or test plans. |
22 | Add new Test Case Label | Browse projects | - | Allows adding or creating new labels for categorizing test cases. |
23 | View Reports | Browse projects | - | Allows viewing of test and execution reports. |
24 | Create & Clone a Report | Browse projects | - | Allows creating new reports or cloning existing ones. |
25 | Edit a Report | Browse projects | ✅ | Allows editing existing reports to update filters, visuals, or metrics. |
26 | Delete a Report | Browse projects | ✅ | Allows deleting a report from Vansah. |
27 | Share a Report | Browse projects | ✅ | Allows sharing reports with other users or groups. |
28 | Stop Report Sharing | Administer Project | ✅ | Allows revoking shared access to reports. |
29 | Delete Test Run | Delete Work Item , Administer Project | ✅ | Allows deleting completed or in-progress test runs. |
30 | Create Test Folders | Browse projects | - | Allows users to create new test folders to organise test cases. |
31 | Edit Test Folder | Browse projects | ✅ | Allows renaming or restructuring existing test folders. |
32 | Create Test Plans | Browse projects | - | Allows creation of new test plans for grouping and managing executions. |
33 | Clone Test Folder | Browse projects | - | Allows duplication of existing test folders including nested cases. |
34 | Clone Test Case | Browse projects | - | Allows creating a copy of an existing test case. |
35 | Create Test Plan Folders | Browse projects | - | Allows creation of folders within the Test Plans area for organisation. |
36 | Edit Test Plan Folder | Browse projects | ✅ | Allows renaming or restructuring of existing Test Plan folders. |
37 | Delete Test Plan Folders | Browse projects | ✅ | Allows deletion of folders within the Test Plans area. |
38 | API Tokens | Browse projects | - | Allows creation of personal Vansah API Tokens. |
Managing Master Permissions Template
You can save your preferred permissions which should be applied to your Jira projects. This will ensure that any new Jira project with Vansah enabled will automatically inherit the permissions you have selected.
Update Master Permissions:
Go to any Jira project and access Vansah permissions for the project.
Configure Your Permissions (if needed)
Adjust the group access by using the dropdowns next to each permission (e.g.,
Manage Project Settings,View Test Case, etc.).Use the “Choose Groups” dropdown to assign Jira groups for each permission.
Open More Options
In the top-right corner of the permissions list, click the three vertical dots (⋮) to open more options.
Click “Update Master Permissions”
From the dropdown menu, select “Update Master Permissions”.
Select Update to confirm: This action will save your current permission settings as the master template, which can be reused across other projects.
Note: New Jira projects will now automatically load the Master Vansah permissions template.
To Load Master permissions:
From the dropdown menu, click on “Load Master Permissions”.
This will overwrite your current project’s permission settings with the saved Master Permissions template.