Tempo Team Permissions
While during setup you must have Jira admin permissions, users must have Tempo Team Administrator or Manage Team permissions to grant Tempo Team permissions and create permission roles. By default, team leads have the Manage Team permission for their own team.
Tempo Team permissions are used to define how teams view and work with time records, timesheets, and plans. These permissions are applied to Permissions Roles within each team, available on each team's Permissions page. The Team Lead and Member permission roles are created for each team by default.
You can create permission roles for whatever purpose you need, such as giving other managers or administrators the ability to approve timesheets or plans, or giving a senior team member the same permissions as the team lead to have a backup. It's also easy to add people to - or remove people from - an existing permission role.
If you need permissions for all or multiple teams in your organization, use the Full-access or multi-team permission roles.
To grant Team permissions:
Make sure you have Tempo Team Administrator permissions, or have Manage Team permissions for the respective team (Team Leads have this permission by default for their own team).
Select Teams in the Tempo sidebar.
From the Teams view, select the team for which you want to grant permissions.
The team's Overview is displayed: click Permissions in the upper-right. If you don't see this option, click More.
For existing permission roles (such as Member), select the permissions you want to grant to the users in this role, and click Save. You can also add users to, or remove users from, this permission role.
To create a permission role, click +Add permission role, select the permissions for the role, and add the desired users to it.
Team Permission | Description | Who should have this permission? | Notes |
Tempo Team Administrator | Permission to create, configure, and delete teams, manage team permissions, and browse teams. Permission to create, configure, and delete programs (groups of teams) and iterations for programs and to plan time for teams and team members. | Managers, administrators, HR | This is a Tempo Global permission. |
Team Lead role | Browse Team permission (see below) for the team that you lead. Approve Timesheet permission (see below) for the team that you lead. Plan Time permission (see below) for the team that you lead. Permission to configure your team. Assign a role to team members. | Department or team managers, project team leads | Tempo Team administrators can assign a Team Lead when they create a team, or edit the Team Lead role later on. The Team Lead role is not sufficient for moving employees between workload or holiday schemes or for changing the Team Lead. |
View Worklogs | Permission to view all worklogs for the team members of the respective teams. This will give you access to the Timesheet in My Work for the respective team members. | Team leads, managers, administrators, HR | This permission is available only when Tempo Timesheets is installed. You can see the worklogs of Jira users, regardless of their status: active, inactive, or deleted. |
Manage Worklogs | Permission to create, edit, and delete worklogs for the members of the respective teams and/or users. | Team leads, managers, administrators, HR | This permission is available only when Tempo Timesheets is installed. Users with this permission cannot make changes to worklogs in user timesheets after the Scheduler has closed the period. They must grant a grace period to that team member so that they can make the changes themselves. |
Approve Timesheets | Permission to: Review and approve or reject timesheets for the members of the respective team. Grant grace periods to team members to complete their timesheets after the Scheduler has closed a period. View the team timesheet and reports. View Tempo team and account gadgets | Team leads, managers, administrators, HR | This permission is available only when Tempo Timesheets is installed. Users with this permission cannot approve their own timesheets, even if they are members on their own team. If there are no Reviewers available for you, a Tempo Team admin will need to add you to a team with an approver, or add an approver to your team by granting them the Approve Timesheets permission, such as with a specific permission role for your team. When you select this permission, the View Worklogs permission is automatically selected so you can view the timesheets that you're approving! Users with this permission cannot make changes to worklogs in user timesheets after the Scheduler has closed the period. They must grant a grace period to that team member so that they can make the changes themselves. If you're not using the Scheduler, and the timesheet period is Open for approvers, users with this permission can still make changes to their team members' timesheets or approve them. |
View Plans | Permission to view all plans for all team members of the respective team. | Tempo Capacity Planner users, such as other team members Team leads, managers, administrators, HR | This permission is available only when Tempo Capacity Planner is installed. |
Manage Plans | Permission to create, edit, and delete team plans and plans for members of the respective team. | Team leads, resource or department managers | This permission is available only when Tempo Capacity Planner is installed. |
Approve Plans | Permission to review and approve or reject plans for the members of the respective team. | Team leads, resource or department managers | This permission is available only when Tempo Capacity Planner is installed. If Enable Plan Approval is off in Tempo Settings, the Approve Plans permission is not available. When you select the Approve Plans permission, the View Plans permission is also automatically selected so you can view the plans you're approving! |
Manage Team | Permission to add members to the respective team, delete the team, edit all team settings, grant team permissions, and create, edit, and delete permission roles for the respective team. | Team leads, team administrators, HR | |
View Team | Permission to view a team and its members, but not their worklogs or plans. | All Tempo users who have access to this team | This permission is always granted to all permission roles for the respective team. |
Creating Team Permission Roles
Creating and deleting permission roles for a team requires the Manage Team permissions for the respective team.
Team permission roles let you grant specific team permissions to Tempo users for only that team. By default, each team has two default permission roles: Team Lead and Member. The Team Lead automatically gets the permission to view, manage, and approve all plans and worklogs, and also to manage the team. Members do not have any team permissions by default, but the Team Lead can grant permissions to them.
Adding a permission role allows you to grant specific team permissions to multiple users at the same time, whether they are a part of the team or not. For example, you can give more or all permissions to a senior team member so that they are like a Team Lead.
You can also create multi-team permission roles from the Permission Roles page in Settings to quickly give access to data from multiple teams at once. You need the Tempo Team Administrator permission to do this.
If any of these multi-team permission roles have been created and apply to your team, they will be visible in your team's Permissions page, but will be dimmed and uneditable. They can only be edited or deleted in the Permission Roles page.
To create a team permission role:
Select Teams in the sidebar and select the team for which you want to create permission roles.
In the team's page, click Permissions at the upper-right. If you don't see this option, click More.
On the team's permissions page, click + Add permission role at the upper-right.
Enter a name for this permission role, and select the permissions this role should have.
Click + Add users, then select the users who should have these team permissions.
When you're done, click to save the permission role.
You can add more members to this permission role later by clicking + Add users and selecting them from the list.
Note
Team permission roles cannot be reused across teams: they're applied only for this team. To create multi-team permission roles, see Permission Roles for Multi-Team and Full User Access.
All permission roles are automatically granted the View team permission so that these users can see the team and its members
Deleting a Team Permission Role
Important
The default Team Lead and Member permissions roles cannot be deleted.
Select Teams in the sidebar.
In the Teams view, select the team for which you want to delete permission roles.
On the team's page, click Permissions at the upper-right. If you don't see this option, click More.
Select the permission role you want to delete, and then click the delete icon.
Click Delete to confirm.
Setting a Team's Visibility to Others
You may not want everyone to be able to view your team. You can set view restrictions for the team so that only specific Jira users or groups can see your team and its members.
On the team's permissions page, click the button next to Team is visible to.
Select who should see this team:
Everyone – Team is visible to anyone on this Jira instance.
Specific users – Team is visible to the Team Lead, Team Members, anyone with the Tempo Team Administrator permission, and Jira users or groups that are added to a permission role for the team.
If you want your team to be visible to specific non-team members, you can create a permission role that grants no team permissions. Then you can add Jira users or groups to this permission role that will only have the View team permission.
Access Permissions for the Planned vs Actual Report
Access to the Planned vs Actual report is controlled by two team permissions:
View Plans
View Worklogs.
You need to have both of these permissions for a team to access the report. Your Tempo Team Administrator can grant you these permissions.
If you have the permission to view worklogs and plans for teams A and B, but permission to only view worklogs for team C, you can view the Planned vs Actual report showing planned and logged hours for teams A and B, but not team C.
View Worklogs and View Plans permissions on a team level are managed on the team's Permissions page.
In this example, the planned vs actual hours for this team will be visible to the Team Lead, but the Members will not have access to this information.