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

[Ste Wright · Accepted solution]

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]

@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: