Create Vera system role

Vera system role is used to restrict approval and rejection transitions from Routing for Approval to Vera service account. This role must only contain the Vera service account and should not be assigned to any other users.

To set up the Vera system role in Jira, you can choose one of these options:

• Create a project role.

• Create a Jira user group

• Create an external group, such as Active Directory.

As long as the approval and rejection transitions from the Vera Routing for Approval status is limited to only the Vera service account, the configuration will be compatible with Vera. The Jira admin can choose whether roles or groups are the most convenient in your environment.

Before you begin

Before you create a Vera system role, you need to create a Vera service account:

• Create Vera service account in Jira

• Create Vera service account in Jira Cloud

To create a Vera system role as a Project Role, follow these steps:

1. Navigate to Jira Administration Settings > System > Project Roles.

2. Add a Tricentis Vera system project role and select Add Project Role.

3. In the Actions column, select Manage Default Members.

4. In the Default Users column, select Edit.

5. Add Vera service account as default member:

   • For existing projects that are converted to Vera, manually add the Vera service account to the Vera system role.

   • For newly created projects, Vera service account is added as default and can be removed if Vera is not enabled on that project.

   • Alternatively, the default configuration could be reversed for new projects. Vera system role can be specified as opt-in rather than opt-out.