Permission Sets

Permission Sets


Once you click a profile, you will be presented with all the modules in Zoho Sprints. You can choose to permit or restrict the access to every feature.  Users will be granted access based on the permissions enabled in their profile. 

Click Associate Users to associate users to that profile. Each section's permission levels will be available on the graph on the top right corner of each section.




You can check the permissions of each profile by clicking the Permission Helper



Org Permissions



Portal Section
Actions Permitted
Manage Team Settings
User has access to Team URL settings, Team Owner, Profile, Working hours, Timesheet settings, email notifications and other account settings
Manage Webhooks
User has access to create and manage webhooks

Manage Project Group
User has access to club projects of the same type

View/Create Project Template
User has access to view the existing project templates and create new ones
Manage Roles and Profiles
Users can create and assign new/existing roles and profiles

Manage User Groups
Users can club users/profiles/roles of the same type.

Manage Item Custom Fields
Users can add customized fields for work items

Manage ItemTag
Users  can set item tags

Manage ItemLink
Users can link work items that are related to each other

Manage Exports
Users can export the data from Zoho Sprints

Active Projects




Portal section
Actions Permitted



View
Users can view all the active projects
Added - User s can view only the projects  they have added
Owned - User s can view the projects to which they're the owner.
Associated - User s can view all the projects they have been a part of.
Add

Users can add new projects



Edit
Users can make changes to existing projects
Added - Users can edit only the projects they've added

Owned - Users can edit the projects to which they are the owners.
Associated - Users can edit all the projects they  are a part of.
Delete
Users can delete the projects
Added - Users can delete only the projects they   ha ve added
Owned - Users can delete the projects to which they are the owner.
Associated - Users can delete all the projects they have been a part of.
Reorder
Users can change the order of the projects





The settings applied in the View section will be followed for the Edit and Delete sections. If the permission has been restricted in the View section, it will be restricted in the Edit and Delete sections as well. 

Archive Projects



Portal Section
Actions Permitted



View 
Users can view all the archived projects
Added - Users can view only the projects  they have added
Owned - Users can edit the projects to which they are the owner.
Associated - Users can edit all the projects they have been a part of.
Edit
Users can modify all the archived projects
Added - Users can edit only the projects  they have added
Owned - Users can edit the projects to which they are the owner.
Associated - Users can edit all the projects they have been a part of.
Delete
Users have access to delete the archived projects
Added - Users can delete only the projects  they have added
Owned - Users can delete the projects to which they are the owner.
Associated - Users can delete all the projects they have been a part of.

Users

Team Use r : Users added at the organization level

Project User : Users added at project level






Portal Section 
Actions Permitted


View
Viewing all the users
Team Use r : View team users

Project User View project users
Add
Adding users
Team User : Add users at team level

Project User : Add users at project level
Edit
Editing the user details
Team User : Edit the details of the users at team level

Project User : Edit the details of the users at project level
Delete
Deleting users
Team User : Delete team users

Project User : Delete project users

Project Settings



Portal Section
Actions Permitted
Manage Item Type
Customizing and reordering item types
Manage Item Priority
Customizing and reordering item priorities
Manage Custom Status
Customizing status, reordering them, and setting work item limits under each status
View Project ActivityStream
Viewing the activities taking place in each project

Feed



Portal Section
Actions Permitted


View Feed
Users can view the actions that took place in the feed


Add Status
Users can add a new status on the feed


Edit Status
Users can make changes to the status on the feed
Added : Users will be able to edit the status of the users added by them
All Users : Users will be able to edit all the status 
Delete Status
Users can delete the status on the feed
Added : Users will be able to delete the status of the users added by them
All Users : Users will be able to delete all the status 
Add Comment 
Users can add comments to the status on the feed


Edit Comment
Users can edit the comments added to the status on the feed
Added : Users will be able to edit the comments in the status added by them
All Users : Users will be able to edit all the comments 
Delete comment
Users can delete the comments added to the status on the feed
Added : Users will be able to delete the comments in the status added by them
All Users : Users will be able to delete all the comments 
Added option should be enabled to enable All Users option.

Sprint



Portal Section
Actions Permitted




View
User can view  the Sprint
Added: Users can view the sprints added by them
Owned: Users can view the sprints owned by them
Associated: User can view the sprints assigned to them

Add
User can add new sprints 




Edit 
User can make changes to sprints
Added : Users can make changes to the sprints added by them
Owned : Users can make changes to the sprints owned by them
Associated : Users can make changes to the sprints assigned to them

Delete
Use can delete sprints 
Added : Users can delete the sprints added by them
Owned : Users can delete the sprints owned by them
Associated : Users can delete the sprints assigned to them

Reorder
User can reorder sprints




Sprint Actions
Users can start the sprint, complete it, cancel it and replan a sprint.
Start Sprint : Has access to only start the sprint
Complete Sprint : Has access to only mark a sprint as completed
Cancel Sprint Has access to only start the sprint

Replan : Has access to only replan the sprint

Add Comment
Users can add comments to sprints




Edit Comment
Users can edit the comments added to sprints
Added : Users will be able to edit the comments of the spints added by them
All Users : Users will be able to edit all the comments 


Delete Comment
Users can delete the comments added to sprints
Added : Users will be able to delete the comments of the sprints added by them
All Users : Users will be able to delete all the comments


Work Item



Portal Section
Actions Permitted




View Backlog Item
Users can view the work item in backlog
Added: Users can view the work items added by them

Assigned: Users can view the work items assigned to them

Unassigned: Users can view unassigned work items 

All Users: Users can view all the work items

View Sprint Item
Users can view the work items in a sprint
Added: Users can view the work items added by them

Assigned: Users can view the work item assigned to them 

Unassigned: Users can view unassigned work items 

All Users: Users can view all the work items 

Add backlog item
Users can add a new work item




Add Sprint item
Users can add a new work item to a sprint
Future Sprint: Users can add new work items to sprints that will be created in the future
Active Sprint: Users can add new work items to currently active sprints


Edit backlog item
Users can edit the work item added to the backlog
Added: Users can edit the work items added by them

Assigned: Users can edit the work items assigned to them

Unassigned: Users can edit unassigned work items 

All Users: Users can edit all the work items

Edit Future Sprint Item
Users can edit work items in future sprints

Added: Users can edit the work items that were added by them

Assigned: Users can edit the work items assigned to them

Unassigned: Users can edit unassigned work items 

All Users: Users can edit all the work items

Edit Active Sprint Item
Users can edit the work items in an active sprint

Added: Users can edit the work items that were added by them

Assigned: Users can edit the work items assigned to them

Unassigned: Users can edit unassigned work items

All Users: Users can edit all the work items

Delete backlog item
Users can delete the work items in a backlog

Added: Users can delete the work items added by them

Assigned: Users can delete the work items assigned to them

Unassigned: Users can delete unassigned work items 

All Users: Users can delete all the work items

Delete Future Sprint Item
Users can delete a work item from a future sprint

Added: Users can delete the work items added by them

Assigned: Users can delete the work items assigned to them

Unassigned: Users can delete unassigned work items 

All Users: Users can delete all the work items

Delete Active Sprint Item
Users can delete a work item from an active sprint

Added: Users can delete the work items added by them

Assigned: Users can delete the work items assigned to them

Unassigned: Users can delete unassigned work items 

All Users: Users can delete all the work items

Reorder Item
Users can change the order of the work items




Export Backlog Item
Users can export the work items in the backlog




Export Sprint Item
Users can export the work items in the sprints backlog




Import Backlog Item
Users can import work items to backlogs




Import Sprint Item
Users can import work items to Sprints




Add Comment
Users can add comments to work items




Edit Comment
Users can edit the comments added to work items

Added: Users can edit the comments of the work items added by them

All Users: Users can edit all the comments



Delete Comment
Users can delete the comments added to work items

Added: Users can delete the comments of the  work items  added by them

All Users: Users can delete all the comments



Checklist



Portal Section
Actions Permitted




View
Users can view checklists
Added: Users can view the checklists added by them

Owned : Users can view the checklists owned by them

All Users : Users can view all the checklists

Add
Users can add new checklists

Added Items:

Users can add checklists to items they have added

Assigned Items:

Users can add checklists to assigned items
Unassigned Items:  Users can add checklists to unassigned items

All Items: Users can add checklists to all the items

Edit
Users can edit the checklists
Added: Users can edit the checklists added by them

Owned : Users can edit the checklists owned by them

All Users : Users can edit all the checklists

Delete
Users can delete checklists
Added: Users can delete the checklists added by them

Owned : Users can delete the checklists owned by them

All Users : Users can delete all the checklists

Epic



Portal Section
Actions Permitted



View
Users can view epics
Added: Users can view the epics added by them
Owned: Users can view the epics owned by them
All Users: Users can view all the epics
Add
Users can add new epics



Edit
Users can edit epics
Added: Users can edit the epics added by them
Owned: Users can edit the epics owned by them
All Users: Users can edit all the epics
Delete
Users can delete epics



Reorder
Users can reorder epics



Add Comment
Users can add comments to epics



Edit Comment
Users can edit the comments added to epics
Added : Users can edit the comments of the epics added by them
All Users : Users can edit all the comments

Delete Comment
Users can delete the comments added to epics
Added : Users can delete the comments of the epics added by them
All Users : Users can delete all the comments

Timesheet



Portal section
Actions Permitted






View
Users can view the timesheet details
Added: Users can view the timesheet details added by them

Owned: Users can view their own 

timesheet details
All Users - UnApproved : Users can view the unapproved logged hours
All Users - Approved: Users can view the approved logged hours

All Users:  Users can view all the timesheet details 
Add
Users can log time
Add Items: Users can log time for items added by them
Assigned Items Users can log time for the work items assigned to them
Unassigned ItemsUsers can log time for unassigned work items
All Items: Users can log time for all the work items


Assign Log Hours to Other Users
Users can log time for other users






Edit
Users can edit the logged hours
Added: Users can edit the hours they logged
Owned: Users can edit the hours logged for them
All Users - UnApproved: Users can edit the unapproved logged hours
All Users - Approved: Users can edit the approved logged hours

All Users: Users can edit all the logged hours
Delete
Users can delete the logged hours
Added: Users can delete the hours they logged

Owned: Users can delete the hours logged for them

All Users - UnApproved: Users can delete the unapproved logged hours
All Users - Approved: Users can delete the approved logged hours

All Users: Users can delete all the logged hours
Approve
Users can approve the logged time






Export
Users can export the timesheet details








User needs to have the Approve permission in order to edit/delete approved timesheet entries.

Meeting


Portal Section
Actions Permitted



View
Users can view all the meetings
Added: Users can view the meetings scheduled by them
Participated: Users can view the meetings they have participated
All Users: Users can view all the meetings
Add
Users can schedule meetings



Edit
Users can edit meetings
Added: Users can edit the meetings scheduled by them
Participated: Users can edit the meetings they have participated
All Users: Users can edit all the meetings
Delete
Users can delete meetings
Added: Users can delete the meetings scheduled by them
Participated: Users can delete the meetings they have participated
All Users: Users can delete all the meetings
Add Comment
Users can add comments to meetings



Edit Comment
Users can edit the comments added to meetings
Added: Users can edit the comments of the meetings added by them 
All Users: Users can edit all the comments

Delete Comment
Users can delete the comments added to meetings
Added: Users can delete the comments of the meetings added by them
All Users: Users can delete all the comments 

Reports

Once you enable permission for each report, you can allow and restrict the access of that user for the reports under each section.


Portal Section
Actions Permitted
View Sprint Reports
Velocity, Burndown/Burnup, Cummulative, Latency, Item Process Time, Sprint Process Time
View Epic Reports
Progress, Burndown/Burnup
View Release Reports
Burndown/Burnup
View Timesheet Reports
Sprint, Work Item Type, User, Month, Actual vs Planned
View Dashboard

Export

Release



Portal Section
Actions Permitted



View
Users can view the releases
Created: Users can view the releases created by them
Owned: Users can view the releases owned by them
All Users: Users can view all the releases
Add
Users can add new releases



Edit
Users can edit the releases
Created: Users can edit the releases created by them
Owned: Users can edit the releases owned by them
All Users: Users can edit all the releases
Delete
Users can delete the releases
Created: Users can delete the releases created by them
Owned: Users can delete the releases owned by them
Owned: Users can delete the releases owned by them
Manage Release Status
Users can customize the release status



Release Reorder
Users can reorder releases





















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