JIRA Portfolio Add-On

[Rick Singh]

Hello

I am interested in purchasing the JIRA Portfolio Add-On to complement our JIRA Software platform.  However, only a few people in my firm needs this add-on.  Can I assign this add-on to specific users or will JIRA Portfolio be available to ALL JIRA Software users?

Please advise

Regards

Rick

[somethingblue · Accepted solution]

Hi Rick,

Portfolio has a set of permissions that can be manipulated just like JIRA to provide access to those you want to access Portfolio and you can find this in the Permissions in Portfolio for Jira knowledge base article:

• Portfolio for Jira administrator: Ability to perform all administrative functions in Portfolio for Jira. By default, Jira application administrators are automatically made administrators in Portfolio for Jira.
• Portfolio for Jira user: Ability to create, view, and edit public plans and programs.   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 still need this permission to view and add the 'Beta' plan to that program.
  
• Portfolio for Jira viewer: Ability to browse and view plans in read-only mode.  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 restricted user (applies only to Portfolio for Jira classic plans): Includes all of the abilities of the Portfolio for Jira user; however, users with this role are not permitted to update issues in Jira projects from within Portfolio for Jira.
• Shared team management: Ability to access global team management and edit teams that are shared across plans and programs in Portfolio for Jira 
  

Please review the Permissions in Portfolio for Jira knowledge base article as it also provides information on how a plan becomes restricted to a specific user:

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.

Note the following details:

• 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.

Hopefully that helps.

Cheers,

Branden

[Rick Singh]

Thank you very much for the detailed response.  This did help.  

Best Regards

Rick