Configuring plan permissions
This page discusses the usage of Portfolio for Jira live plans (any version from 2.0 to 2.27). If you're using the redesigned planning interface, see this page instead.
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 permission | View plan | Edit plan | Delete plan | Modify issues in plan |
|---|---|---|---|---|
| Viewers |  |  | | |
| Editors | | | | |
There are also other permissions in Portfolio for Jira that you need to consider, when configuring plan permissions.
| Permission | Details |
|---|---|
Portfolio for Jira user | Ability to create, view, and edit public plans and programs. Note that this permission at both the program level and the plan level are independent of each other. This means that even if you can edit the 'Mobile expansion' program, you still need this permission to view and add the 'Beta' plan to that program. |
Portfolio for Jira viewer | Ability to browse and view plans in read-only mode. Note that this permission at both the program level and the plan level are independent of each other. This means that even if you can view the 'Mobile expansion' program, you still need this permission for a particular plan to view that plan in the 'Mobile expansion' program. |
Portfolio for Jira restricted user | Includes all of the abilities of the Portfolio for Jira user; however, users with this role are not permitted to update issues in Jira projects from within Portfolio for Jira. |
See Permissions in Portfolio for Jira for more details.
How to configure plan permissions
- Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
- Click more (
) next to the plan name > Configure > Permissions. - 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. - 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.
To remove plan permissions from a user or group, in the corresponding section, click the X icon beside the user or group.