Plan permissions

The permissions in Portfolio for JIRA take precedence over the permissions in your JIRA application. This means that even if you're a project administrator in your JIRA application, you'll still need specific permissions in to perform specific actions with the plans in Portfolio for JIRA.

The following plan permissions are available in Portfolio for JIRA.

Plan permissionView planEdit planDelete planModify issues
in plan
Viewers(tick)(error)(error)(error)
Editors(tick)(tick)(tick)(tick)

How to configure plan permissions

  1. Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
  2. Click more () next to the plan name > Configure > Permissions.
  3. In the 'Editors' section, click Add, and select the user or group that you want to have the 'Editors' permission for.
    Note that you can only select users or groups that have the global Portfolio for JIRA user permission.
  4. In the 'Viewers' section, click Add, and select the user or group that you want to have the 'Viewers' permission for.
    Note that you can only select users or groups that have the global Portfolio for JIRA viewer permission.

(info) To remove plan permissions from a user or group, in the corresponding section, click the X icon beside the user or group.


Related topics

Last modified on Aug 7, 2017

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