Permissions in Portfolio for Jira

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You need both global permission and user permission to perform tasks in Portfolio for Jira.

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.

ユーザーアクセス権

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

権限詳細

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:

  • Create plans and programs.
  • View plans and programs that they have access to.
  • For plans they can access, edit the issue sources, and edit any issue details.
  • For programs they can access, 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

Can perform the following actions:

  • Create plans and programs.
  • View plans and programs that they have access to.
  • For plans they can access, edit any issue details.

However, even if restricted users are able to edit issue details in the plans, they cannot save these changes in Jira.

Portfolio for Jira viewer

Can perform the following actions:

  • Browse and view plans in read-only mode.
  • In Jira, 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 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

プラン権限

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:

権限の計画プランの表示プランの編集プランでの課題の変更プランの削除
編集(tick)(tick)(tick)(tick)
表示(tick)(tick) (特定の操作のみ)(tick) (特定の操作のみ)(error)

詳細については「権限」をご確認ください。

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)

権限の計画Program 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 6 月 10 日

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