I want to remove the ability to create Portfolio epics & Program Epics for users in specific roles.
So, I went to the ROLES page from the administrative panel, Went to the specific group & switched off the toggle for add (under Manage) for the portfolio epics & Program epics
But, now the user are unable to create new ones (which is good), but, they are unable to update the existing ones too . .
How to I remove the create permission alone, but have users be able to edit the Portfolio epics & program epics
@AisM For Portfolio Epics, there currently isn't a way to separate the Create and Edit functionality. If this is important to you, I would recommend you open a ticket with Jira Align Support, and they can create a Suggestion ticket for our Product team to consider.
For Program Epics (assuming you are meaning Features), you can turn the Add toggle off but must leave the Save toggle on. This will users to Edit existing Program Epics but won't let them create new ones.
@Jennelle Stearns Hi, thank you for getting back.
Actually, the portfolio epics have the "save" toggle . . So, I'm good with that.
But the Prog epics (NOT Feature) don't have the "save" toggle . . So, is there aby other way to let the users edit the Program epics
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@AisM It looks like you changed your Platform Terminology settings and renamed something to Program Epics. Can you take a look at the Platform Terminology (Admin-Platform Terminology) and tell me what the original name was (far left corner). I was assuming Portfolio Epics were originally called Epics and Program Epics were originally called Features which is what my answer was based upon.
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Actually below is the hierarchy. The names in the bracket are the default terminology)
Portfolio epic (PORTFOLIO)
Prog epic (EPIC)
Program epic (CAPABILITY)
Features (FEATURES)
I'm talking about the first two.
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@AisM Portfolio (next to Portfolio Epic) isn't a work item so not sure if that is a type-o above. Did you mean Theme instead? If so, you can turn the Add toggle off but must leave the Save toggle on. This will users to Edit but won't let them create new ones.
Prog Epic (known as Epic by default in JA), there currently isn't a way to separate the Create and Edit functionality. If this is important to you, I would recommend you open a ticket with Jira Align Support, and they can create a Suggestion ticket for our Product team to consider.
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@Jennelle Stearns Yes you were right . . Portfolio epic is indeed themes.
Also, for the ones we have disabled the "add" toggle . . This wouldn't impact the existing work items in any way right ? From what I tested, did not find any issues (users were unable to create ones but can still access the old ones). . But would be helpful to get your insight too . .
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@AisM No it will not affect the existing work items.
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