Permissions
As an administrator in Portfolio for Jira, you can choose the users who can make changes in a plan, and the users who can only view a plan.
Sample plan permissions
The following plan permissions are available:
| Plan permission | View plan | Edit plan | Modify issues in plan | Delete plan |
| Edit |  | | | |
| View | | (only for specific actions) | (only for specific actions) |  |
There are also other permissions that you need to consider, when configuring plan permissions.
Portfolio for Jira administrator
Users with this permission can perform all administrative functions in Portfolio for Jira, including accessing any private plans. By default, Jira Software administrators are automatically made administrators in Portfolio for Jira.
Portfolio for Jira user
Users with this permission can create plans and programs, and view the plans and programs they have access to. For plans they can access, they can also edit their issue sources, edit any issues in the plans, and then save these edited issue details in Jira Software. For programs they can access, they can also edit the name of the program, and the plans added to the program.
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'll still need this permission to view and add the 'Beta' plan to that program.
Portfolio for Jira restricted user
Users with this permission can create plans and programs, and view the plans and programs they have access to. For plans they can access, they can also edit any issue details. However, they cannot save these changes in Jira Software.
Portfolio for Jira viewer
Users with this permission can browse and view plans in read-only mode. In Jira Software, they can also update parent links, teams, and target dates of issues.
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 early access
Users with this permission can view and enable the early access features of Portfolio for Jira. This lets users have early access to the new features that are still being worked on.
Portfolio for Jira shared team management
Users with this permission can access global team management and edit teams that are shared across plans.
Managing plan permissions
- In your plan, click settings (
) > Configure > Permissions. - From the Edit drop-down, choose the users who can make changes in the plan.
- From the View drop-down, choose the users who can only view the plan.
- Plan permissions are plan-specific, so you'll need to configure the permissions for each plan, as needed.
- You can also configure global permissions as necessary. See Permissions in Advanced Roadmaps and Managing global permissions to know more.
Accessing private plans
The following are able to access any private plans in Portfolio for Jira:
- Users with the Portfolio for Jira administrator permission
- Users with the Jira administrators global permission, since these users are automatically made administrators in Portfolio for Jira
- Jira Software administrators
- System administrators