Permissions and Roles for Tempo Projects
Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page.
Tempo Projects, like Tempo products, rely on a combination of Jira permissions and Tempo-specific roles. The Jira permissions are granted through specific Jira global permissions and the permissions you need to work in Jira projects. The Tempo roles are granted per project, though the Jira global permissions can impact the role being granted.
Jira Global Permissions
Only a Jira Administrator can grant global permissions. There are three global permissions that relate to Tempo Projects:
Tempo Project Administrator - This permission grants full edit access to all projects, portfolios, reports, and global project settings. A Tempo Administrator must have this permission to make changes to global project settings. Only users with this permission can enable Project Time Approval for your organization. By default, this is granted to the
jira-admins
group.Tempo Project Manager - Currently by default, this is granted to the
jira-admins
group and anyone who was previously granted the Financial Manager Access permission.Tempo Project Viewer - A permission set that is heavily restricted for users who collaborate on projects, but shouldn’t be able to edit projects. Users can’t view team member information, such as team member roles and rates, or worklogs.
Privilege | Tempo Project | Tempo Project | Tempo Project |
---|---|---|---|
View projects |
| ||
Create Projects | ❌ | ||
Edit projects | any project | own project * | ❌ |
Share projects | any project | own project * | ❌ |
Delete Projects | any project | own project * | ❌ |
Modify Global Settings | ❌ | ❌ | |
Project Defaults | ❌ | ❌ | |
Project Attributes | ❌ | ❌ | |
Project Features | ❌ | ❌ | |
Enable Project Time Approval per project | any project | ❌ | ❌ |
Approve/Reject Project Time |
* When granted the Editor role in a project, Tempo Project Managers can edit projects other team members own.
Legacy Permissions
If you installed Financial Manager before the Tempo Project Administrator permission was introduced, here’s what’s changed.
Existing users
Existing users with app access are granted the Tempo Project Manager permission by default.
Jira administrators are granted the Tempo Project Administrator and Tempo Project Manager permissions by default.
Tempo Administrators require the Tempo Project Administrator permission to access to Settings > Tempo Projects.
New users
Jira administrators are granted the Tempo Project Administrator and Tempo Project Manager permissions by default.
To enable access to Financial Manager, Administrators must grant Tempo Project Manager and Tempo Project Viewer permission to the correct groups.
Tempo Project Roles
Users can have different roles in each project, and these roles allow users different access levels to the project.
Project Owner Role - generally the person who created the project and has full control of it. This is the only person who can change the project scope or delete the project. Only one person can be a project owner, but you can transfer ownership to another person.
Editor Role - a team member who can modify the project. They can configure scope settings, share the project with others, update project rates, and view individual contributors. You can have multiple editors.
Viewer Role - a team member with limited capabilities to the project. They can’t modify the project in any way, can’t group tasks, and can’t view team member information. However, you can add a Viewer as a project time approver.
| Project Owner Role | Editor Role | Viewer Role |
---|---|---|---|
Project Manager |
|
|
|
Project Viewer | n/a | n/a |
|
* Team members with these roles can only approve or reject project time when they are added to the project as project time approvers.
Tempo Project Visibility
The Tempo Project Viewer permission grants users the ability to view projects that they can access. Depending on the projects' sharing settings, a project can be visible to all users or restricted to a specific set.
A person with the Tempo Project Viewer permission can view the projects that are visible to all and any project that they have specifically been granted the Viewer role.
A project with access set to Users with App Access is visible to all users who can view Financial Manager.
For more information, view Setting Project Visibility.