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.
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 |
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 |
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. |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 Items: Users 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 |
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 |
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 |
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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