User Management:

Create a new User

1. Navigate to the User Management screen by selecting   > User management.

2. Choose Create User to add a new user. Specify the username as Ex: jason. Set the rest of
the fields to whatever you want.

You should have a screen that looks something like this:

Create a new group 

1. Go to  >>  User management

2. Choose Groups in the sidebar
3. Choose the Create group button (if you're using Confluence Server, choose Add Group)
4. Enter a group name, for example 'project-team'
5. Choose Create group
6. Choose Add to add members to the group
7. Enter the names of the users you wish to add to the group and choose Add user

Creating a permission scheme

1. Select the Jira icon >> Jira settings > Issues.

2. Select Permission Schemes to open the Permission Schemes page, which displays a list
of all permission schemes in your Jira system and the projects that use each scheme.
3. Click the 'Add Permission Scheme' link.
4. In the Add Permission Scheme form, enter a name for the scheme, and a short
description of the scheme. Select Add.
5. You will return to the Permission Schemes page which now contains the newly added
scheme.

Adding users, groups, or roles to a permission scheme

1. Select the Jira icon > > Jira settings > Issues.

2. Select Permission Schemes to open the Permission Schemes page, which displays a list
of all permission schemes in your Jira system and the projects that use each scheme.
3. Locate the permission scheme you would like to update, and select Permissions in
the Actions column to view the scheme.
4. Select the Edit link for the permission you wish to add to. This displays the Grant
permission dialog.
5. Select who to add the selected permission to, and click the Grant button. The users,
groups, or roles will now be added to the selected permission.  Project roles are useful for
defining specific team members for each project. Referencing project roles rather than users or
groups in your permissions can help you minimize the number of permission schemes in your
system.
6. Repeat steps 4 and 5 until all required users, groups, or roles have been added to the
permissions.

Project Management:

Adding a workflow scheme

1. Select    > Issues.
2. Under WORKFLOWS, click Workflow Schemes.
3. Click Add Workflow Scheme.
4. Enter the name and description of the new workflow scheme.
5. Click Add to create the new workflow scheme. 

Sample Work Flow:

Configure a workflow scheme associated with a project

1. Choose the Jira icon > > Projects.
2. Click Workflows on the left of the Project settings page. The Workflows page is
displayed, indicating the current workflow scheme used by the project. Configure the workflow
scheme using the table below. 
3. In the Publish Workflows page, click Associate to begin the migration process. Each issue
has to be in a valid status. The valid statuses for an issue are defined by its workflow. This means
that when changing a workflow, you may need to tell Jira the status for specific issues after the
change.
4. Click Acknowledge to finish the process.

How to add a new field configuration

1. Select    > Issues.
2. In the Fields section, click Field configurations.
3. Click Add field configuration.
4. Enter a name that best describes your new field configuration and a description that
explains when it should be used.
5. Click Add.
 Associating a screen with an issue operation

1. Choose   > Issues. 
2. Select Screens > Screen Schemes to open the View Screen Schemes page:

3. Locate the screen scheme in which you are interested, and click the Configure link next to
it.

4. Click Associate an Issue Operation with a Screen, and select the following options: 

a. Select the Issue Operation with which you wish to associate a screen.
b. Select the desired screen.