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Info

Accessing Tempo Financial Manager requires Tempo Financial Project Manager Access global permission. Only Jira administrators in your organization are granted access by default.

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  • Share the Jira filter

    In Jira > System, click to see if the filter in the project scope is shared under Shared Items and if the filter owner is a valid user. If the owner of the filter is not valid, then change it to another active owner or to yourself.

  • Verify Jira filter permissions

    Edit the filter permissions for the planned owner. At a minimum, the new owner needs View permission to access the Jira filter; however, you have the option of granting View and Edit permissions.

    This is accessed from the Edit permissions > Edit filter in the Jira filter Details page for the filter used in the Financial Manager project when you click on Scope > View Filter in Jira.

    owner_filter_permission.jpg

  • Give access to Jira projects that are queried by the Jira filter inside the Scope

    Make sure to give sufficient Jira permissions to all projects in order for the new owner to view the same number of issues as the current owner. Follow the steps in the Atlassian Support page on how to update project permissions in Jira.

    owner_prj_permission.jpg

    For team-managed and company-managed Jira projects, see managing Project permissions.

Access permissions for Structure

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When planning to transfer ownership of your Financial Manager projects to another owner, ensure that the new project owner has the required permissions, as described in the Access Permissions Checklist.

  • Only one project owner is allowed per Financial Manager project.

  • Once the project is transferred successfully:

    • You are no longer the project owner.

    • Your role is set to Editor.

    • You cannot revert the ownership back to you.

  • If you want the ownership back, then the new project owner will have to transfer the ownership back to you.

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  1. The current project owner must be disabled, removed, or have no access to the permission group that grants access to Financial Manager.

  2. As an editor, expand the menu by the user to whom you wish to transfer ownership, and select Transfer Ownership,

  3. We recommend that you change the project's Jira filter and apply it to the project Scope in case the current filter has restrictions denied to the new project owner. Triggering a Scope Sync on a restricted filter will cause an error.

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