Administering portfolios

As a SonarQube Cloud portfolio administrator, you can assign users and groups permission to administer, edit, create, and/or view portfolios.

This feature is only available in the Enterprise plan.

A portfolio is a set of projects within an enterprise that enables an aggregate view of its state through various lenses, including releasability, security, reliability, and maintainability.

Before you can view the Enterprise-level reports, your organization must be added to an enterprise. For more information, see Managing your enterprise.

Permissions

To create a portfolio or a portfolio permission template, you must first be granted access by an Enterprise administrator. The permissions to administer, edit, or view a portfolio are granted by the portfolio administrator in the portfolio settings.

Create Portfolios permission

The Enterprise administrator permission is required to grant the Create Portfolios permission to users.

1. Retrieve your enterprise. See Retrieving and viewing your enterprise.

2. Go to Administration > Enterprise Permissions to access a list of members in all of your organizations.

3. Use the toggle switch to add the Create Portfolios permission for the enterprise Admins and Creators.

Administer, edit, and view permissions

As an administrator of a portfolio, you can assign users and groups permission to Administer, Edit, and View portfolios to selected users and groups.

• View: Users can view the portfolio’s Overview, Portfolio Breakdown, and Measures tabs. On the Portfolio Breakdown page, users can only view the projects they have access to (Browse permission).

• Edit: Users can change the portfolio definition (add or remove projects) and delete a portfolio. However, they can only add or remove projects they have access to (Browse permission).

• Administer: Users can change the portfolio’s permissions.

1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

2. Select the portfolio you want to add the permissions to from the Portfolios home page

3. Go to Settings > Permissions

4. Assign users and groups the Administer, Edit, and View permissions or select Apply Permission Template. The Filters sidebar allows you to find users by Type, Role, and Organization.

Portfolio permission templates

Portfolio permission template defines the portfolio-related permissions granted to groups and members of your enterprise. Enterprise administrators can define several permission templates in your organization including a default template. Using permission templates allows you to:

• Grant or revoke different sets of permissions to users or groups.

• Set a default template for new portfolios.

Creating portfolio permission templates

The Enterprise administrator permission is required to create permission templates:

1. Retrieve your enterprise. See Retrieving and viewing your enterprise.

2. Select Administration > Portfolio Permission Templates.

3. Select Create new template at the top right of the page.

4. Enter the Template Name and Description in the modal.

5. Assign users and groups the Administer, Edit, and View permissions. The Filters sidebar allows you to find users by Type, Role, and Organization.

Editing portfolio permission templates

To edit an existing permission template:

1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

2. Select Administration > Portfolio Permission Templates.

3. From your permission template’s Actions menu you can set the template as default for new portfolios, edit permissions, update name and description or delete the template.

If you update a portfolio permission template, the changes are not reflected in any previously created or updated portfolios using that template.

Related pages

• Getting started with Enterprise

• Viewing portfolios

• Managing portfolios