nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Level of Access to Create Intake Form in JIRA Align

Tee Bee

Can someone please tell me the level of access/entitlement I need to create an Intake form in JIRA Align? I am unable to create one in the program. I do not have the necessary prompts. for example, I do not see these prompts on the Portfolio tab:

On the Portfolio tab, click Manage Here next to Epic Intake Set

Thanks

Accepted answers

Ste Wright

Hi @Tee Bee

These are the instructions to create an intake form - can you use these? - https://help.jiraalign.com/hc/en-us/articles/115000370653-Create-intake-sets

I'd envisage as it's administration you need to be a "Super Admin"

Ste

All comments

Ste Wright

Hi @Tee Bee

These are the instructions to create an intake form - can you use these? - https://help.jiraalign.com/hc/en-us/articles/115000370653-Create-intake-sets

I'd envisage as it's administration you need to be a "Super Admin"

Ste

Tee Bee

Hi Stephen and Thank You! You are correct. I need to upgrade my access to Super Admin

Steve Sauser_65nkwi

@Tee Bee Just as an FYI, you don't need to be a Super Admin to "Manage Ideation Forms", however you do have to have 2 things:

The Logged in Users Role must have the "Manage Groups" option toggled on in the Enterprise --> Manage --> Ideation --> Manage Groups (see screenshot 1 below).
- This provides the Role the "rights" to be able to manage both the forms and Ideation Groups.
- Without this, the user would not have the "Set-up" option inside Ideation (screenshot 2)
The Logged in User must be either an Administrator or Internal Contributor inside the given Ideation Group (see screenshot 3 below)
- This provides the individual person access to a given Ideation Group (or groups).
- Without this the user would not have the "Ideation Group Name" to select (screenshot 2)

Screenshot 1:

Screenshot 2:

Screenshot 3:

Pamela Bereman

Intake and Ideation are two different things right?

Steve Sauser_65nkwi

@Pamela Bereman Yes they are different.

Intake is demonstrated on the Epic issue type as a tab inside the issue itself. These forms can be created inside the Platform Settings.

Ideation is a space prior to an actual Epic (or other issue type) creation.

Welcome!

It looks like you're new here. Sign in or register to get started.

Quick Links

Find more posts tagged with

jira-software

jira-align

unknown-hosting-type