Creating Issue Role Types

You can create issue role types to set defaults for a group of employees who use issue records regularly. An issue role type defines what settings an employee can place on an issue record. For example, whether they can mark issues as Fixed or be selected in the Reviewer field.

When you create a new issue role type, someone with the Administrator role must associate the issue role with a user role. They can do this at Setup > User/Roles > User Management > Manage Roles.

The following default user roles are already associated with issue role types:

Engineer
Engineering Manager
QA Engineer
QA Manager
Product Manager
PM Manager
Support Person
Support Manager
Issue Administrator

To give employees access to issues, you can choose to assign a default role to the employees on the employee record. You can also assign an issue role type to the employee's user role at Setup > Users/Roles > User Management > Manage Roles.

To edit or customize a role to give access to issue records, select the issue role that corresponds to the type of access needed.

Issue Role Type (assigned on role)	User Role (assigned on employee record)	Issue Permissions of User Roles
Development	Engineer Engineering Manager	Issue Reports Edit/Create Issue Records Mark Issues as Showstoppers
Quality Assurance	QA Engineer QA Manager	Issue Reports Edit Issue Records Mark Issues as Showstoppers
Product Management	Product Manager PM Manager	Issue Reports Edit/Create Issue Records Mark Issues as Showstoppers
Support	Support Person Support Manager	Edit/Create Issue Records
Administrator	Issue Administrator	Issue Reports Edit/Create Issue Records Mark Issues As Showstopper Issue Setup (statuses, issue roles, etc.)

You can issue role types to determine how each type of employee can edit issues using the Manage Status Transitions page. For more information, see Managing Issue Status Transitions.

To create an issue role type:

Go to Setup > Issues > Issue Roles > New.
In the Issue Role field, select the name of this issue role type.

You can select this role in Issue Role fields when you create or edit user roles, employee groups, and status transitions. You will also be able to select this role type in the Assigned To column when you create or edit issue statuses.
In the Description field, enter a brief description defining the purpose of this issue role.
Check the Administrator box if this employees with this role type should have access the following pages used for setting up the Issue Management feature:
- Set Up Issues
- Issue Statuses
- Issue External Statuses
- Issue Severities
- Issue Priorities
- Issue Types
- Issue Sources
- Issue Reproducibility
- Issue Tags
- Products
- Issue Roles
- Manage Status Transitions
Check the Reviewer box if employees using this role type should be available for selection in the Reviewer field on issue records.
Check the Can Fix Issues field to allow employees with this role to set issue statuses to a base status of Resolved.
Check the Restrict Assignees box to allow only employees with this role type to assign issues to other employees with this role type.

Note:
To assign an issue to another role type, note the following. Employees using role types with this preference must change the status to an issue status linked to another role type.
In the following fields, you can set the default selections for this role type for the respective fields on issue records:
- Severity – Create and edit selections for this list at Issues > Setup > Issue Severities.
- Priority – Create and edit selections for this list at Issues > Setup > Issue Priorities.
- Type – Create and edit selections for this list at Issues > Setup > Issue Types.
- Source – Create and edit selections for this list at Issues > Setup > Issue Sources.
- Reproduced – Create and edit selections for this list at Issues > Setup > Issue Reproducibility.
- Product – Create and edit products at Issues > Setup > Products.
- Module – Create and edit modules for products at Issues > Setup > Products.
- Broken In , Target, and Fixed In Version and Build – Create and edit product versions. You do this on the Versions subtab of product records at Issues > Setup > Products.
Click Save.

To create an issue role type:

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