Portfolio Permissions

Portfolio by HeroCoders (Structure PPM for Jira & Capacity) offers a set of global persmissions that controls who can edit/delete portfolios, capacity planners or settings.

• Administer Portfolios in Portfolio by HeroCoders - Users with this permission can edit and delete any portfolio in Portfolio by HeroCoders. With this permission, a user can:

  • see every portfolio and save or delete it,

  • change the scheduling mode (the default and per issue) in every portfolio,

  • see every structure and edit or delete structures they did not create,

  • edit or delete any conditional formatting rule, not only their own,

  • read and write budgets - being the portfolio creator is not enough here,

  • run the Jira Plans and Tempo Structures migrations (pages in Jira admin).

• Administer Capacity Planners in Portfolio by HeroCoders - Users with this permission can edit and delete any capacity planner in Portfolio by HeroCoders. If without this permission, only the owner of the planner can make edits to it. Anyone can create a new planner even without this permission.

• Administer Settings in Portfolio by HeroCoders - Users with this permission can save changes on the settings page in Portfolio by HeroCoders. Without it, the Settings page shows “Access restricted” and hides the General, Teams, Users, Roles & Skills, and Holiday Calendar tabs.

By default, only a Portfolio’s owner and Jira administrators can view/edit a portfolio. Capacity planners are visible to everyone but only a Capacity Planner administrator can edit/delete existing planners.

To Grant Permission to a Portfolio

As only users with Administer Portfolios in Portfolio by HeroCoders permission have access to all portfolios, in order to make your portfolio available for someone, you need to grant permission additional to other users:

1. Click on the More menu (three vertical dots in the upper right corner).

2. Click on Permissions.
   

   

3. Use the drop down to select the users or groups you want to grant permission to.

4. Select either View or Edit permission.
   

   

5. Click Save.

To Revoke Permission to a Portfolio

To revoke a group’s permission to a portfolio:

1. Click on the more menu (three verical dots in the upper right corner).

2. Click on Permissions.
   

   

3. Click Revoke next to the user or group whose permission you want to remove.
   

   

4. Click Save.