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 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 |
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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