Manage User Permissions

Introduction

Permissions give users privileges, such as access to features and functionalities. Permissions are assigned to the user roles. Users receive permissions when they are assigned a user role.

When permission is toggled off for a user role, users with that role will notice that the buttons, links, and tabs associated with that permission are read-only, missing, or grayed out.

Pre-requisite

  • You must have User Roles available to which you want to assign permissions. Refer to User Roles.
  • To be able to assign permissions to User Roles, you must have ‘User Management’ user permission.

Settings > User Management.

Assign Permissions to User Role

To assign permissions to User Roles:

  1. Navigate to ‘User Management’ page.
  2. Click . ‘Manage Roles and Permissions’ dialog displays. The Left-Hand-Side displays the existing User Roles.
  3. Select the role to which you want to assign permissions. For example, Standard User.
  4. Assign permissions by checking or unchecking the checkboxes in the ‘Permissions’ section on the Right-Hand-Side.
  • My Portfolio Association – Assigns the permission only for items (Releases and so on) within and below the user’s organization group.
  • All Portfolio Associations – Assigns the permission for items belonging to any organization.

Click .

The system assigns the selected permission(s) to the User Role. To assign a role to a user, see User Roles.

Plutora Permissions – in Detail

‘Change Manager’ Permissions

FunctionDescriptionFeature Navigation
Change ManagerAllows users to access and view the 'Change' feature.Release > Change
Create Change
Allows users to add a 'Change' on the Change page by clicking the Add Change button or via menu: + New -> Other -> Change.Release > Change
Delete ChangeAllows users to delete a Change on the 'Change' page.Release > Change
Update ChangeAllows users to update a Change on the 'Change' page'. Also allows users to add, edit or delete Linked Changes.Release > Change

Create/Delete Change Public Query BuilderAllows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.
Release > Change
Lock ChangeAllows users to lock or unlock a Change record by clicking the padlock icon at the top of the Change dialog.Release > Change
Bulk Import ChangesAllows users to bulk import Changes from an Excel file.Release > Change

‘Deployment Manager’ Permissions

FunctionDescriptionFeature Navigation
Deployment ManagerAllows users to access the Deployment Manager feature.Deployment > Manager

View Deployment ManagerAllows users to view the Deployment drop-down menu in the navigation menu.Deployment > Manager

Create/Delete Deployment Plan Public Query BuilderAllows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.Deployment > Manager
Bulk Import Deployment Plan ActivitiesAllows users to bulk import Deployment Plan Activities from an Excel file.Deployment > Manager

Master Deployment PlanAllow users to create, edit, progress and regress, and add Stakeholders to Master Deployment Plans.Deployment > Manager

Create Master Deployment PlanAllows users to create or duplicate a Master Deployment Plan on the Deployment Plan Library page.Deployment > Manager

Delete Master Deployment PlanAllows users to delete a Master Deployment Plan on the Deployment Plan Library page by clicking the Delete button.Deployment > Manager

Delete Master Deployment Plan in Completed StateAllows users to delete a completed Master Deployment Plan on the Deployment Plan page by clicking the Delete button.Deployment > Manager

Update Master Deployment Plan in Draft ModeAllows users to update a Master Deployment Plan in Draft mode on the Deployment Plan Library page by clicking the Save or the Save & Close buttons.Deployment > Manager

Update Master Deployment Plan in Approved and Execution ModeAllows users to update a Master Deployment Plan in Approved or Execution mode on the Deployment Plan Library page by clicking the Save or the Save & Close buttons.Deployment > Manager

Add/Edit/Delete Activities to Master Deployment Plan in Execution ModeAllows users to manually update and bulk update Deployment Plan Activities of Master Deployment Plans that are in Execution mode.Deployment > Manager

Update Activities StatusAllows users to update the status of Deployment Plan Activities of Master Deployment Plans that are in Execution mode.Deployment > Manager
Progress/Regress Master Deployment PlanAllows users to move a Master Deployment Plan forward or back a step. For example, from Execution to Completed.Deployment > Manager

Update Revised Start/End TimeAllows users to enter the revised start and end times for Master Deployment Activities on the Deployment Plan Library page.Deployment > Manager

Add Stakeholder-Only UserAllows users to add a Stakeholder-Only user, who does not have a Plutora account, to Master Deployment Plans.Deployment > Manager > Add Stakeholder-Only User button
Deployment PlanAllow users to create, edit, progress and regress, and add Stakeholders to Deployment Plans.Deployment > Manager
Create Deployment PlanAllows users to create or duplicate a Deployment Plan on the Deployment Plan Library page.Deployment > Manager

Delete Deployment PlanAllows users to delete a Deployment Plan on the Deployment Plan Library page by clicking the Delete button.Deployment > Manager

Delete Deployment Plan in Completed StateAllows users to delete a completed Deployment Plan on the Deployment Plan page by clicking the Delete button.Deployment > Manager

Update Deployment Plan in Draft ModeAllows users to update a draft Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Close buttons.Deployment > Manager

Update Deployment Plan in Approved and Execution ModeAllows users to update a Deployment Plan that has been Approved or is in Execution mode on the Deployment Plan Library page by clicking the Save or the Save & Close buttons.Deployment > Manager

Add/Edit/Delete Activities to Deployment Plan in Execution ModeAllows users to manually update and bulk update Deployment Plan Activities of Deployment Plans that are in Execution mode.Deployment > Manager

Update Activities StatusAllows users to update the status of Deployment Plan Activities of Deployment Plans that are in Execution mode.Deployment > Manager
Update Checkpoint AnswersAllows users to update a Deployment Plan’s Checkpoint Answers in Approved or Execution mode on the Deployment Plan Library page by clicking the Save or the Save & Close buttons.Deployment > Manager

Progress/Regress Deployment PlanAllows users to move a Deployment Plan forward or back a step. For example, from Execution to Completed.Deployment > Manager

Update Revised Start/End TimeAllows users to enter the revised start and end times for Deployment Plan Activities on the Deployment Plan Library page.Deployment > Manager

Toggle Broadcasting in Execution ModeAllows users to use the Broadcasting panel on the Deployment Plan page.Deployment > Manager

Send Ad-Hoc Broadcast AlertsAllows users to send Ad-Hoc Broadcast Alerts by clicking on the Alert Now button in the Broadcasting panel on the Deployment Plan page.Deployment > Manager
Add Stakeholder-Only UserAllows users to add a Stakeholder-Only user, who does not have a Plutora account, to Deployment Plans.Deployment > Manager > Add Stakeholder-Only User button

‘Environment Manager’ Permissions

FunctionDescriptionFeature Navigation
Environment ManagerAllows users to access the Environments feature.Environment > Manager

View Environment ManagerAllows users to view the Environments drop-down menu in the navigation menu.Environment > Manager

Restrict Site-Wide View of EnvironmentsSelect the My Portfolio Association checkbox to restrict users to viewing and booking Environments and Environment Groups, with the same Portfolio Association as the user. (Environments do not have a direct Portfolio Association but inherit it from their associated System.) This restriction applies everywhere in Plutora, except 'Environment Map' and 'View Environment Stack'. Select the All Portfolio Associations checkbox to allow users to see all Environments and Environment groups.Environment > Manager

Approve Environment Allocation in SchedulerAllows users to approve Environment Allocations in Environment Schedule by clicking to open the Environment Allocation, then clicking the Approved checkbox in the View/Edit My Environment Booking dialog.Environment > Manager

Create Environment Allocation in SchedulerAllows users to create a new Environment Allocation in Environment Schedule by clicking and dragging inside the schedule area. Under Switch to > Conflict View or Environment Group View this will open the Edit TEBR Pop Up. Under Switch to > Project View this will open the New Booking pop up.Environment > Manager

Delete Environment Allocation in SchedulerAllows users to delete an Environmental Allocation in the Environment Schedule by clicking the Environment Allocation then clicking the Delete button in the View/Edit Environment Booking Pop Up.Environment > Manager

Delete Public Scheduler FiltersAllows users to delete a Public Schedule filter in the Environment Schedule’s Load Filter dialog by clicking the Delete button.Environment > Manager

Create EnvironmentsAllows users to add a new Environment by clicking the New Environment button or by selecting Duplicate Environment from the Action drop-down menu.Environment > Manager

Delete EnvironmentsAllows users to delete an Environment by clicking the Delete button.Environment > Manager

Update EnvironmentsAllows users to update an Environment by clicking the Save or Save & Close buttons.Environment > Manager

Create Environment Booking RequestAllows users to add a new Environment Booking Request.

Environment > Manager
Delete Environment Booking RequestAllows users to delete an Environment Booking Request on the Edit Test Environment Booking Request pop up by clicking the Delete button.Environment > Requests > TEBR
Update Environment Booking RequestAllows users to update an Environment Booking Request (with or without a release) on the Edit Test Environment Booking Request dialog by clicking the Save or Save & Close buttons.Environment > Requests > TEBR

Create Environment Change RequestAllows users to add a new Environment Change Request.Environment > Manager
Delete Environment Change RequestAllows users to delete an Environment Change Request by clicking the Delete button on the Edit ECR dialog.Environment > Requests > TECR
Update Environment Change RequestAllows users to update an Environment Change Request by clicking the Save or Save & Close buttons on the Edit ECR dialog.Environment > Requests > TECR
Bulk Update Environment Change RequestAllows users to select Bulk Update from the Action drop-down menu under the TECR tab when multiple TECR checkboxes are checked on the Environment Requests page.Environment > Requests > TECR
Enable ECR Maintenance BenchAllows users to view the TECR Maintenance Bench by clicking the TECR Maintenance Bench button on the Environment Requests page or from the navigation menu.Environments > TECR Maintenance Bench
Create/Delete Environment Public Query BuilderAllows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.Environment > Manager
Book Environments during BlockoutAllows users to book an Environment or Environment Group during the duration of Blockout.Environment > Manager
Create/Delete Health Check Dashboard Public Query BuilderAllows users to create or delete a public query in Health Check Dashboard Query Builder by clicking the Save Query or Delete Saved Query buttons.Environment > Health Check Dashboard
View TECR gridAllows users to view the TECR grid.Environment > Requests > TECR
View TEBR gridAllows users to view the TEBR grid.Environment > Requests > TEBR
View Release Bookings gridAllows users to view the 'My Environment Booking' grid.Environment > Requests > My Environment Booking
View Impact MatrixAllows users to view and access Environment Impact Matrix.Environment > Impact Matrix
View StackAllows users to view and access Environment StackEnvironment > Stack
View Continous Delivery PipelineAllows users to view and access the 'Continous Delivery Pipeline'Environment > Continous Delivery Pipeline
View Environment Health CheckAllows users to view and access the 'Health Check Dashboard'Environment > Health Check Dashboard

‘Form Instances Manager’ Permissions

FunctionDescriptionFeature Navigation
Form Instances ManagerAllows users to manage IM Form Teams (Constructors) after clicking the Team (Constructions) button in the Form Builder CustomizationSettings> Customization > Form Builder
Create TeamAllows users to add a new team by clicking + New Team.Settings> Customization > Form Builder
Update TeamAllows users to update a team by clicking Save.
Settings> Customization > Form Builder
Delete TeamAllows users to delete a team.Settings> Customization > Form Builder
Create Team (Restricted Access)Allows users to add a new team at the level of the team they belong to or below by clicking + New Team.Settings> Customization > Form Builder
Update Team (Restricted Access)Allow users to update their own team or the teams that belong to their team by clicking Save.Settings> Customization > Form Builder
Delete Team (Restricted Access)Allows users to delete their own team or the teams that belong to their team.Settings> Customization > Form Builder

‘Insights Manager’ Permissions

FunctionDescriptionFeature Navigation
Insights ManagerAllows users to access the Insights page.Dashboard > Insights

View InsightsAllows users to view the Insights Dashboard page in the navigation menu.Dashboard > Insights

Send Ad-Hoc AlertsAllow users to click the Send Alert “Assigned to” button and send ad-hoc email alerts in the Activities Summary and Progress, Overdue Release Activities, Release Activities Due this Week, Release Activities Completed On Time, and Progress Pop Up in Insights Dashboard.Dashboard > Insights

Force ‘I’m a Stakeholder for’ ViewUsers will see the Releases they are a Stakeholder for when they use a search field on Insights Dashboard.Dashboard > Insights

‘Post Implementation Review (PIR)’ Permissions

FunctionDescriptionFeature Navigation
Post Implementation ReviewAllows users to access the PIR feature.PIR > Manager
View Post Implementation ReviewAllows users to view the PIR drop-down menu in the navigation menu.PIR > Manager
Create PIR ItemAllows users to add a PIR item on the PIR page by clicking the Create New button.PIR > Manager
Update PIR ItemAllows users to update a PIR item on the PIR page by clicking the Save or the Save & Close button.PIR > Manager
Delete PIR ItemAllows users to delete a PIR item on the PIR page by clicking the Delete button.PIR > Manager
Root Cause Analysis and ActionsAllows users to use the Analyses & Activities area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
ActionsAllows users to view and manage the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Create ActionAllows users to create Actions in the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update ActionAllows users to update Actions in the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Delete ActionAllows users to delete Actions in the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Action Completed OnAllows users to update the Action Completed on the field in the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Action Due DateAllows users to update the Action Due Date in the Actions area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Preventative MeasuresAllows users to view and manage the Preventative Measures area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Create Preventative MeasureAllows users to create Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Preventative MeasureAllows users to update Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Delete Preventative MeasureAllows users to delete Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Preventative Measure Completed OnAllows users to update Preventative Measure Completed On field in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Preventative Measure Due DateAllows users to update Preventative Measure due dates in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Root CausesAllows users to view and manage the Root Causes area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Create Root CauseAllows users to create Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update Root CauseAllows users to update Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Delete Root CauseAllows users to delete Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
ImpactsAllows users to view and manage the Impacts area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Create ImpactAllows users to create Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Update ImpactAllows users to update Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Delete ImpactAllows users to delete Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item.PIR > Manager
Create/Delete Post Implementation Review Item Public Query BuilderAllows users to create or delete a PIR Item Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.PIR > Manager

‘Release Manager’ Permissions

FunctionDescriptionFeature Navigation
Release ManagerAllows users to access the Releases feature.Release > Manager > Releases toggle button
View Release ManagerAllows users to view the Releases drop-down menu in the navigation menu.Release > Manager
Manage Release TemplatesAllows users to view the Releases Templates button in Release Manager and add, edit, or delete Release Templates in conjunction with other Release user permissions. For example, to add, edit, or delete Enterprise Release Templates, a user would need the Manage Release Templates, Create Enterprise Release, Delete Enterprise Release, and Update Enterprise Release user permissions.Release > Manager
Enterprise Release ManagerAllows users to edit Enterprise Releases.Release > Manager
Add Approvers to GatesAllows users to add Approvers to Gates on the Gates and Approvals in Release Manager by clicking the Click here to Add stakeholder area.
  • Release > Manager > Releases toggle button > Releases toggle button > Enterprise Releases
  • or
  • Release > Manager > Releases toggle button > Project Releases
  • or
  • Release > Manager > Releases toggle button > Independent Releases
  • Delete Approvers from GatesAllows users to delete Approvers from Gates on the Gates and Approvals in Release Manager by clicking the Remove button.
  • Release > Manager > Releases toggle button > Enterprise Releases
  • or
  • Release > Manager > Releases toggle button > Independent Releases
  • or
  • Release > Manager > Releases toggle button > Project Releases

  • Assign Environments to Enterprise ReleaseAllows users to book Environments in the Environments tab of the View/Edit Enterprise Release dialog.Release > Manager > Releases toggle button > Enterprise Releases
    Assign Systems to Enterprise ReleaseAllows users to drag and drop Systems in the Systems Tab of the View/Edit Enterprise Release dialog:Release > Manager > Releases toggle button > Enterprise Releases
    Add/Update/Delete Events to Enterprise ReleasesAllows users to add, edit or delete events under the Events Tab on the View/Edit Enterprise Release dialog.Release > Manager > Releases toggle button > Enterprise Releases
    Create Enterprise ReleaseAllows users to create a new Enterprise Release on the Release Manager page by clicking the New Release -> Enterprise button or by selecting Duplicate Release from the Action drop-down menu when an Enterprise Release is selected.Release > Manager > Releases toggle button > Enterprise Releases
    Delete Enterprise ReleaseAllows users to delete a Release in the View/Edit Release pop-up by clicking the Delete button or by selecting Delete from the Action drop-down menu when an Enterprise Release is selected.Release > Manager > Releases toggle button > Enterprise Releases
    Update Enterprise ReleaseAllows users to update an Enterprise Release in the View/Edit Release pop-up by clicking the Save or Save & Close buttons.Release > Manager > Releases toggle button > Enterprise Releases
    Update Release Intake StatusAllows users to update an Intake Status of Project or Independent Releases on the Release Manifest tab of an Enterprise Release in the View/Edit Release pop-up by clicking the Save or Save & Close buttons.Release > Manager > Releases toggle button > Enterprise Releases
    Independent Release ManagerAllows users to edit Independent Releases.Release > Manager
    Delete Approvers from GatesAllows users to delete Approvers from Gates on the Gates and Approvals in Release Manager by clicking the Remove button.Release > Manager > Releases toggle button > Independent Releases
    Assign Changes to Independent ReleaseAllows users to assign Changes in the Changes Tab of the View/Edit Independent Release dialog.Release > Manager > Releases toggle button > Independent Releases
    Assign Environments to Independent ReleaseAllows users to book Environments in the Environments tab of the View/Edit Independent Release dialog.Release > Manager > Releases toggle button > Independent Releases
    Assign Systems to Independent ReleaseAllows users to drag and drop Systems in the Systems Tab of the View/Edit Independent Release dialog.Release > Manager > Releases toggle button > Independent Releases
    Add/Update/Delete Events to Independent ReleasesAllows users to add, edit or delete events under the Events Tab on the View/Edit Independent Release dialog.Release > Manager > Releases toggle button > Independent Releases
    Create Independent ReleaseAllows users to create a new Independent Release on the Release Manager page by clicking the Add Independent Release button or by selecting Duplicate Release from the Action drop-down menu when an Independent Release is selected.Release > Manager > Releases toggle button > Independent Releases
    Delete Independent ReleaseAllows users to delete an Independent Release in the View/Edit Release pop-up by clicking the Delete button.Release > Manager > Releases toggle button > Independent Releases
    Update Independent ReleaseAllows users to update an Independent Release in the View/Edit Release pop-up by clicking the Save or Save & Close buttons.Release > Manager > Releases toggle button > Independent Releases
    Project Release ManagerAllows users to edit Project Releases.Release > Manager
    Delete Approvers from GatesAllows users to delete Approvers from Gates on the Gates and Approvals in Release Manager by clicking the Remove button.Release > Manager > Releases toggle button > Project Releases
    Assign Changes to Project ReleaseAllows users to assign Changes in the Changes Tab of the View/Edit Project Release dialog.
    Release > Manager > Releases toggle button > Project Releases
    Assign Environments to Project ReleaseAllows users to book Environments in the Environments tab of the View/Edit Project Release dialog.Release > Manager > Releases toggle button > Project Releases
    Assign Systems to Project ReleaseAllows users to drag and drop Systems in the Systems Tab of the View/Edit Project Release dialog.Release > Manager > Releases toggle button > Project Releases
    Add/Update/Delete Events to Project ReleasesAllows users to add, edit or delete events under the Events Tab on the View/Edit Project Release dialog.Release > Manager > Releases toggle button > Project Releases
    Create Project ReleaseAllows users to create a new Project Release on the Release Manager page by selecting from the Add New drop-down menu or by selecting Duplicate Release from the Action drop-down dialog.Release > Manager > Releases toggle button > Project Releases
    Delete Project ReleaseAllows users to delete a Release in the View/Edit Release pop-up by clicking the Delete button.Release > Manager > Releases toggle button > Project Releases
    Update Project ReleaseAllows users to update a Project Release in the View/Edit Release pop-up by clicking the Save or Save & Close buttons.Release > Manager > Releases toggle button > Project Releases
    View Enterprise Release Tabs Allows administrators to hide tabs for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Additional Information Section Allows administrators to hide the Additional Information section for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Release Manifest TabAllows administrators to hide the Release Manifest tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Systems Tab Allows administrators to hide the Systems tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Events TabAllows administrators to hide the Events tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Environments Tab Allows administrators to hide the Environments tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Stakeholders TabAllows administrators to hide the Stakeholders tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Activities Tab Allows administrators to hide the Activities tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Linked Items Tab Allows administrators to hide the Linked Items tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Comments Tab Allows administrators to hide the Comments tab for users viewing, adding, or editing an Enterprise Release.Release > Manager > Releases toggle button
    View Non-Enterprise Release Tabs Allows administrators to hide tabs for users viewing, adding, or editing a Project or Independent Release.
    Release > Manager > Releases toggle button
    View Additional Information Section Allows administrators to hide the Additional Information section for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Systems Tab Allows administrators to hide the Systems tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Changes TabAllows administrators to hide the Changes tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Events TabAllows administrators to hide the Events tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Environments TabAllows administrators to hide the Environments tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Stakeholders Tab Allows administrators to hide the Stakeholders tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Activities Tab Allows administrators to hide the Activities tab for users viewing, adding, or editing a Project or Independent Release.Release > Manager > Releases toggle button
    View Linked Items Tab Allows administrators to hide the Linked Items tab in the Project or Independent Release Manager dialog.Release > Manager > Releases toggle button
    View Comments Tab Allows administrators to hide the Comments tab for users adding or editing a Project or Independent Release.Release > Manager > Releases toggle button
    Create Blockout PeriodsAllows users to add a Blockout Period on the Blockout Periods page by selecting Duplicate Blockout Period from the Action drop-down menu or clicking the New Blockout Period button.Releases > Blockout Periods
    Delete Blockout PeriodsAllows users to delete the selected Blockout Period in the Edit Blockout Period pop-up by clicking the Delete button or by clicking the Delete button in the Action menu.Releases > Blockout Periods
    Update Blockout PeriodsAllows users to edit Blockout Periods on the Blockout Periods page.Releases > Blockout Periods
    Create/Delete Release Public Query BuilderAllows users to create or delete a Release Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.Release > Manager
    Delete Public Scheduler FiltersAllows users to delete Release Public Schedule Filters by clicking the Delete button.Release > Schedule
    Create/Delete Release Manifest Public Query BuilderAllows users to create or delete a public query in the Release Manifest tab Query Builder in the Enterprise Release by clicking the Save Query or Delete Saved Query buttons.Release > Manager > Enterprise Releases
    Create/Delete Release Systems Public Query BuilderAllows users to create or delete a public query in the Enterprise, Project, and Independent Release dialog Systems tab Query Builder by clicking the Save Query or Delete Saved Query buttons.Release > Manager > Releases toggle button

    ‘Release Activity’ Permissions

    FunctionDescription Feature Navigation
    Release ActivitiesAllows administrators to show/hide the Release Activities feature from users.Release > Manager > Releases toggle button > Activities tab > Activity or Criterion popup
    Create ActivityAllows users to create a new Activity or Criterion from the Activities tab of the View/Edit Enterprise, Independent, and Project Release dialog.Release > Manager > Activities tab > Activity or Criterion popup
    Delete ActivityAllows users to delete an Activity or Criteria on the Activities tab of the View/Edit Enterprise, Independent, and Project Release dialogs by choosing Delete from the Action drop-down menu.
    Release > Manager > Releases toggle button > Activities tab > Activity or Criterion popup
    Update ActivityAllows users to update an Activity or Criterion in the View/Edit Criteria Pop Up in the View/Edit Enterprise, Independent, and Project Release dialog by clicking the Save or Save & Close buttons.Release > Manager > Releases toggle button > Activities tab > Activity or Criterion popup
    Update Activity Release FrameworkAllows users to update Release Framework in the View/Edit Activity or Criterion popup for Enterprise ReleasesRelease > Manager > Releases toggle button > Enterprise Release pop up > Activities Tab > adding or opening criteria.
    Update Activity Due DateAllows users to click on and update the Due Date field in the View/Edit Activity or Criteria Pop Up in the View/Edit Enterprise, Independent, and Project Release dialog.Release > Manager > Releases toggle button > Activities tab > Activity or Criterion popup

    Site Administration‘ Permissions

    FunctionsDescriptionFeature Navigation
    Site AdministrationGives users access to site settings.
    Settings > Customization > Site Settings
    Access CustomizationsAllows users to view and edit the Customization link in the navigation menu.Settings > Customization
    Access Organization SetupAllows users to view the Organization Structure page link in the navigation menu.Settings > Organization Structure
    User ManagementAllows administrators to hide the User Management page in the navigation menu.Settings > User Management
    Create UsersAllows users to add user accounts on the User Management page by clicking the Add New User button.Settings > User Management
    Update UsersAllows users to update user accounts on the User Management page by clicking the Save or Save & Close buttons in the Edit User dialog.Settings > User Management
    Delete UsersAllows users to delete user accounts on the User Management page by clicking the Delete button.Settings > User Management

    System Manager‘ Permissions

    FunctionsDescription Feature Navigation
    System ManagerAllows administrators to show/hide the Systems page in the navigation menu.Environment > Systems
    Create SystemAllows users to add a new System.Environment > Systems
    Delete SystemAllows users to delete a System by clicking the Delete button on the View/Edit System Details dialog.Environment > Systems
    Update SystemAllows users to update a System on the View/Edit System Details Pop Up by clicking the Save or Save & Close buttons.Environment > Systems
    Create/Delete System Public Query BuilderAllows users to create or delete a System Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.Environment > Builds
    Create BuildsAllows users to add a new Build.Environment > Builds
    Edit BuildsAllows users to edit a Build by clicking on a Build.Environment > Builds
    Delete BuildsAllows users to delete a Build by clicking the Delete button.Environment > Builds
    Create/Delete Builds Public Query BuilderAllows users to create or delete a Build Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.Environment > Systems

    More Information

    Add Environment Booking Request

    You can add a new Environment Booking Request using the following methods:
    • Selecting + New > Environment > TEBR from the navigation menu.
    • Clicking TEBR on the Environment Requests page.
    • Select Duplicate from the  drop-down menu under the TEBR tab on the Environment Requests page, after selecting a TEBR to duplicate.
    • Left-clicking and dragging your mouse cursor along the timeline of the Environment Schedule under Switch to > Conflict View or Environment Group View. This will open the Edit TEBR dialog.

    Add Environment Change Request

    You can add a new Environment Change Request using the following methods:

    • Selecting Environment > Requests > New TECR from the navigation menu.
    • Clicking TECR on the Environment Requests page.
    • Select Duplicate from the drop-down menu under the TECR tab on the Environment Requests page, after selecting a TECR to duplicate.
    • Selecting TECR from the Quick Filter of the Environment Schedule, then left-clicking and dragging your mouse cursor along the TECR row timeline. This will open the Add A New TECR dialog for the dates selected.

    Add Activity or Criterion

    You can create a new Activity or Criterion from the Activity tab of the View/Edit Enterprise, Independent, and Project Release:

    • Selecting Activity or Criterion from the Add New drop-down menu.
    • Select Import from Release or Import from XLS from the Import Activities drop-down.
    • Select Duplicate Activities from the Action drop-down menu.

    Add System

    You can add a new System using the following methods:

    • Clicking the New System button on the Systems page.
    • Clicking the checkbox of a System and then clicking Duplicate System in the Action drop-down menu on the Systems page.

    Add Build

    You can add a new Build using the following methods:

    • Clicking the New Build button on the Builds grid.
    • Clicking the New Build button when adding or editing a System.

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