Permissions
We'll soon be introducing some changes for plan access in Portfolio for Jira.
When these changes are implemented, the following will be able to access all private plans: users with the Portfolio for Jira administrator user permission, users with the Jira administrators global permission, Jira administrators, and system administrators.
We recommend you start ensuring that your private plans are not displaying any confidential data. See JPOSERVER-247 - Getting issue details... STATUS for more details.
As a Portfolio for Jira administrator, 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 in Portfolio for Jira:
| 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 in Portfolio for Jira that you need to consider, when configuring plan permissions.
| Permission | Details |
Portfolio for Jira administrator | Can perform all administrative functions in Portfolio for Jira, including accessing any private plans. By default, Jiraadministrators are automatically made administrators in Portfolio for Jira. |
Portfolio for Jira user | Can perform the following actions:
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 | Can perform the actions available to Portfolio for Jira users. However, users with this role are not permitted to update issues in Jira projects from within Portfolio for Jira. |
Portfolio for Jira viewer | Can perform the following actions:
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 Labs | Can access and use the features of Portfolio for Jira that are in Labs mode |
| Shared team management | Can access global team management and edit teams that are shared across plans and programs in Portfolio for Jira |
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, by clicking Portfolio (in header) > Administration. See Permissions in Portfolio for Jira and Managing global permissions to know more.