Permissions in Portfolio for Jira

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グローバル権限

The permissions in Portfolio for Jira will take precedence over the global permissions that are set up in your Jira instance.

However, users with the Jira administrators global permission are automatically made administrators in Portfolio for Jira. These users have the ability to access any private plans. System administrators also have the ability to access any private plans.

User permissions

You need to configure user permissions, to ensure that users have access to the correct plans and programs in Portfolio for Jira, as necessary.

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 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. 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 changed in Jira.

Portfolio for Jira viewer

Users with this permission can browse and view plans in read-only mode. In Jira, 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.

Plan permissions

The permissions in Portfolio for Jira take precedence over the permissions in your Jira instance. This means that even if you're a project administrator in Jira, 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 planModify issues in planDelete plan
編集(tick)(tick)(tick)(tick)
表示(tick)(tick) (only for specific actions)(tick) (only for specific actions)(error)

See Permissions for more details.

Program permissions

By default, all Portfolio for Jira users in your Jira application instance can view and edit a newly created program. However, as soon as view permissions (Portfolio for Jira viewer) or edit permissions (Portfolio for Jira user) for that program are assigned to any user, the program then becomes restricted to that specific user.

次の点に注意してください。

  • If you don't have view permissions for a program, you won't be able to see that program in Portfolio for Jira.
  • To add a plan to a program, you must have view permissions for that plan.
  • If you can view a program, but you don't have view permissions for a plan, you won't see the plan or any issues from that plan in Portfolio for Jira.

The following table lists how user permissions work when you're performing specific actions involving plans and programs.

User permission

Actions when configuring a program (at the program level)

Plan permissionProgram permissionAdd plan to programView plan in programRemove plan from program
なしなし(error)(error)(error)
表示なし(error)(error)(error)
編集なし(error)(error)(error)
なし表示(error)(error)(error)
表示表示(error)(tick)(error)
編集表示(error)(tick)(error)
なし編集(error)(error)(error)
表示編集(tick)(tick)(tick)
編集編集(tick)(tick)(tick)

Note that Portfolio for Jira administrators are able to grant themselves the View and Edit permissions for plans and programs.



最終更新日 2020 年 3 月 25 日

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