Release teams and permissions

In Release, use teams to group users who have the same role. You can assign permissions to teams on folders, top-level templates, and top-level releases. When designing the release flow of a template or a release, you can assign tasks to teams. Team members will then be responsible for completing the task and will be notified when the task starts.

Teams and permissions in folders

In Release, templates and releases that are stored in a folder inherit the security settings of the folder in which they are located. If you create a template in a folder or move a template to a folder, there are no individual settings on the template; you must define teams and permissions on the folder level.

A folder inherits teams, permissions, and all other settings from its parent folder. You can also define all settings on the folder itself. If you deselect the Inherit permissions from parent folder option on a folder, all settings are copied and are no longer in sync with the parent folder.

You can also manage folder permissions in YAML. For more information, see Manage Release folder permissions in YAML.

Permissions for root templates and releases

In cases where a template or release does not have a folder, permissions can be set in the Teams & Permissions screen in the Show menu. Because of the complications this can cause with managing permissions, we recommend moving all templates into folders as a best practice. For more information on migrating into folders, see Migrating templates to folders.

Note: As of v.9.6, the global Manage triggers permission was removed. Any existing global triggers will now inherit the global Create template permission, and users can no longer use triggers for any template that is not in a folder. If you are upgrading with root-level templates that have trigger permissions, we recommend migrating the triggers into folders.

Configure teams

To configure release teams:

  1. In the top navigation click Design.
  2. Click Folders.
  3. Select a folder.
  4. Click the Teams & Permissions tab.
  5. Click New team to add a new team.
  6. Add a role by typing in the Global roles column. For more information, see configure roles
  7. Add individual users by typing in the Users column.
  8. Click Save.

Folder teams

Predefined teams

Release automatically creates the following predefined teams, which you cannot remove:

Team Description Default permissions
Folder owner Users who manage folders, subfolders, and folder security. All folder permissions
Release Admin Contains the release owners, the users who are responsible for executing the release. Members of this team receive extra notifications. For example, when a task fails and the release is stopped. All release permissions
Template owner Users who design templates. All template permissions

Note: You can add, remove, and assign users and permissions to predefined teams.

Configure permissions

  1. In the top navigation bar click Design.
  2. Click Folders.
  3. Select a folder.
  4. Click the Teams & Permissions tab. Note: If the folder is the child of another folder, the Inherit permissions from parent folder option is selected by default. If you want this folder to have different permissions, disable this option.
  5. Under Folder permissions, add release teams to each permission.
  6. Click Save.

Template and release permissions

In Release, the following permissions are required for templates and releases that are not stored in a folder:

  • The Edit Template Security permission.
  • The Edit Release Security permission, on a specific template or release.
  • The Edit Security global permission.

For more information, see configure permissions.

Folder permissions

To configure permissions on a folder, the Edit Folder Security permission is required.

The following permissions apply to folders:

Permission Description
View folder View the folder in the Folders tab.
Edit folder Rename, move, delete or add a subfolder to the current folder.
Edit folder variables Edit folder variables.
Edit folder security Edit the teams and permissions on a folder.
Edit folder teams and permissions Edit the teams and permissions on a folder, with the limitations listed above.

Teams with the Edit folder teams and permissions permission can manage the team composition and the permissions of all the teams within the folder, similar to the Folder Owner permission. There are two limitations:

  • You cannot modify teams that have the Edit folder security or Edit teams and permissions permission.
  • You cannot add or remove the Edit folder security or Edit teams and permissions permissions.

You can view the Teams & Permissions tab if you have the Edit folder teams and permissions permission. You cannot view the Edit folder teams and permissions and Edit Folder Security permissions or the teams that have these permissions from this tab.

Template permissions

The following permissions apply to templates:

Permission Description
View templates Can see templates organized by folder in the Folders screen and listed together in the Templates screen.
Edit templates Change the template by adding and editing tasks and phases.
Edit template security Edit teams and permissions templates that are not in a folder.
Lock task When a template task is locked only users with lock permissions are able to edit or unlock it. A locked task appears striped to indicate that it is locked. For more information, see Configuring lock tasks.
Edit task precondition Edit the task’s precondition in a template.
Edit task failure handler Edit the task failure handler on a task in a template.

Release permissions

The following permissions apply to releases:

Permission Description
View Release View all releases in this folder and any releases that do not have a folder.
Edit Release Edit the release by adding and moving tasks and phases. Edit release properties and variables.
Create release Create a release from a template.
Start Release Start a planned release.
Abort Release Abort an active or planned release.
Edit Release Security Edit teams and permissions in a release (if the release hasn’t already started in a folder).

Release task permissions

The following permissions apply to tasks in a release:

Permission Description
Lock tasks Lock tasks to prevent users without lock permissions from editing them.
All task permissions Inherits all release task permissions that follow in this section (not including the lock task permission).
Perform task transitions Can change the state of a task including Complete, Skip, Fail, Retry, Abort, and Reopen.
Assign task ownership Assign tasks to another user or team. If the user has task ownership, this permission is given by default.
Edit title and description Edit task title and description.
Edit task-specific properties Edit configuration data that is specific for the task type.
Edit scripts Edit Jython, Groovy or External script task types.
Edit flag Change the alert status and description for tasks.
Edit tags Add or remove tags on tasks in a release.
Edit dates Change start date, end date and duration for a task.
Edit blackout periods Enable or disable the Postpone during blackout period setting at the task level.
Edit preconditions Edit preconditions on tasks in a release.
Edit failure handlers Edit failure handlers on tasks in a release.
Edit reporting attributes Edit reporting attributes on tasks in a release.
Manage attachments Add or remove attachments from tasks in a release.

Delivery pattern permissions

The following permissions apply to delivery patterns:

Delivery permissions

The following permissions apply to deliveries used in Software Delivery:

Permission Description
View Deliveries tab View deliveries inside the Deliveries tab in the Folders screen.
Edit delivery View, edit, or create deliveries.
Edit tracked item View deliveries inside the Deliveries tab in the Folders screen and perform operations on their tracked items.

Delivery pattern permissions

The following permissions apply to delivery patterns used in Software Delivery:

Permission Description
View delivery pattern View delivery patterns inside the Patterns tab in the Folders screen.
Edit delivery pattern View, edit, or create delivery patterns.

Dashboard permissions

The following permissions apply to dashboards:

Permission Description
Edit dashboards Edit custom dashboards in folders.
View Dashboards tab View the Dashboards tab in a folder.

Release group permissions

The following permissions apply to release groups:

Permission Description
View release groups View the Groups tab in a folder.
Edit release groups Edit or create release groups.

Configurations permissions

The following permissions apply to configurations:

Permission Description
Edit configuration Edit entries in the Configuration tab in a folder.

Triggers permissions

Permission Description
Manage triggers Edit triggers for the folder in the Triggers tab and the Triggers item in the template drop-down menu for the folder.
View triggers View triggers for the folder in the Triggers tab and the Triggers item in the template drop-down menu.