Former security roles had to be migrated. As a result, some users could be granted permissions to Boxes formerly marked as "private". 

In BigPicture 8, the distinction between private/public Programs (now, Boxes) doesn't exist. Those settings have been retired and replaced with new security role management options that give you more flexibility.


BigPicture 8 provides new permissions capability. Before proceeding with the document, please get acquainted with the basics of how roles function in BigPicture 8. 

Inheritance of Roles

In BigPicture 8, roles are always inherited from upper-level Boxes - therefore, security roles granted in the Home (root) Box apply to all sub-Boxes in the hierarchy (all sub-Boxes and their children nested under the Home Box). For example, if someone is a Box Admin of the Home (root) Box they automatically have the same permissions in all sub-Boxes thought the hierarchy.


When you create sub-Boxes, following roles are inherited:

  • Box Admin
  • Box Editor
  • Box Viewer

The sub-Box Creator role is not inherited. 

Roles inherited from upper-level Boxes are not listed in Box Configuration > Security and have to be modified in upper-level Boxes. Only roles assigned directly in a particular Box are listed.

Box Types - Security Role Template

In BigPicture 8, we have introduced Box types -  a Box type is akin to a template; it allows you to define various default Box settings, including security roles.

In Box Type settings, you can create a security role template (grant users various roles). Then, each time you create a new Box of that type, the roles are copied from the template into your new Box. Those users can later be managed by a Box Admin in Box Configuration.

Read more about Box Type settings.  

Box Types - Inheritance Mode

Each Box can have one of two available Inheritance modes when it comes to security roles:

  • Own with inherited (roles inherited from upper-level Boxes + user roles added directly to the Box).
  • Inherited only (user roles can't be added directly to the Box - security tab is hidden. The Box type of the parent Box doesn't matter, the roles are still inherited).

     Click here to expand...

    For example, Program Increments below inherit roles from both their direct parent (OMEGA), from the Portfolio Box and from the Home (root) Box.

    Home and Portfolio are greyed out, because the logged in user doesn't have access to them (they weren't assigned any roles in those Boxes).

    ALFA is a same-level box as OMEGA. It's not a parent of OMEGA, so roles from ALFA are not inherited by Program Increments nested under OMEGA.

Changing the Inheritance mode of a Box type impacts all Boxes of a given type (both existing and newly created). Changing the mode from "Own with inherited" to "Inherited only" overrides the setup of an individual Box - if a Box had unique role assignment it will be replaced with setup of the upper-level Box. Reverting to "Own with inherited" restores the previously assigned roles. In the "Inherited only" mode, the Security tab of an individual Box is hidden (you can't access it in Box configuration).

Creating a new Box makes you its Admin (if the Inheritance mode allows it).

You can't create a Box you won't be later able to configure and delete.

Role Migration

In table below, you can find explanation of role migration from BigPicture 7 to BigPicture 8. 

In general, information on security in BigPicture 8 can be found on following pages:

  • Box Types - this page contains information on configuring the default Security settings that work as a template when you create new Boxes and the Inheritance mode.
  • Global Roles - this page explains App Administration settings and how access to the App is granted to, for example, Jira users.
  • Box configuration - this page explains what roles are available within the App and how to change them for an individual Box.
  • Technical Configuration of the App - this page gives you information on how to activate/deactivate use of roles within the App.
  • Security - this page explains the impact of setting up security Roles for the Home (root) Box and lists available roles.


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App Admin (Global Role)

  • App Admin
With this security role you have an administration access to every Box, Gadget and to the Business Administration. This means that as an App Admin are able to see all the created Boxes and have access to configuration areas. 
Global User
  • App User
  • Box Viewer (in all public Programs)
  • Box Viewer in Security template of a "Program Box" Box type

A role still exists in BigPicture 8, but the access has changed:

  • a Global Viewer gets access to the App itself (sees it in the header - the user can access the App and their user profile in the App drop-down at the top), but can't automatically access any Boxes.

Migration:

  • users are added as Viewers to all public Boxes.
  • users are added as Viewers to the security role template for a "Program Box" Box type - this means, that every time a new Box is created using the "Program Box" type, a user is granted Viewer access to the new Box.
  • Global Role - users are added as Users of the App (Administration > Security).

Changing/deleting access options:

  • you can remove the user from Security section in Box Configuration in each Box.
  • remove the user from the "Program Box" Box type by modifying the template in Security Section. Then, a user will not be added to every newly created Box.
Global Editor
  • App User
  • Box Editor in Home (root) Box

Global Editor role doesn't exist in BigPicture 8

Migration:

  • users are added as Box Editors to the Home (root) Box - this makes them Editors of all Boxes (including previously private Programs).
  • Global Role - users are added as Users of the App (Administration > Security) - this grants them access to the App itself.

Changing/deleting access options:

  • Inherited roles are not listed in sub-Boxes - this means, that if you don't want a user to have Editor access to all Boxes, you have to remove them from the Home (root) Box. You can't selectively remove their Editor access from each Box - they must be removed from Box Configuration of the Home (root) Box and granted new access to Boxes.


Global Program Creator
  • App User
  • Box Viewer in all public Programs
  • Box Viewer in Security template of a "Program Box" Box type
  • sub-Box Creator in Home (root) Box

Global Program Creator role doesn't exist in BigPicture 8

Migration:

  • users are added as Box Viewers in previously public Programs.
  • users are added as sub-Box creators to the Home (root) Box - as a result, they can add new Boxes under Home (root). This role is not Inherited by the sub-Boxes.
  • users are added to the Security Role template of the "Program Box" Box type.
  • Global Role - users are added as App Users (Administration > Security) - this grants them access to the App itself.

Changing/deleting access options:

  • Sub-Box Creator role is not inherited. This role itself doesn't grant user Box access of any kind - it just lets them create sub-Boxes. If you don't want a user to be able to create new Boxes under Home (root) Box, remove them from Box Configuration > Security of the Home Box.
  • remove users (Viewers) from individual Boxes (Box Configuration > Security) - users have been added as Viewers to all previously public Programs.
  • If you don't want the users to automatically be added as Viewers in newly created Boxes of a "Program Box" type, go to App Administration > Program Box and remove them from the security role template of that Box type.

Global Program Admin
  • App User
  • Box Admin in Home (root) Box

Global Program Admin role doesn't exist in BigPicture 8

Migration:

  • users became Home (root) Box Admins - this gives them Admin permissions in all Boxes (including previously private Programs). Since roles are always inherited from upper-level Boxes, they are effectively Admins in all Boxes under the Home (root) Box.
    • they can edit/delete all Boxes (including previously private ones.
    • they can create new Boxes.
  • Global Role - users are added as Users of the App (Administration > Security) - this grants them access to the App itself.

Changing/deleting access options:

  • Inherited roles are not listed in sub-Boxes - this means, that if you don't want a user to have Admin access to all Boxes, you have to remove them from the Home (root) Box. You can't selectively remove their Admin access from each Box.




Program Admin
  • App User
  • Box Admin

Becomes a Box admin:

  • users are added as Box Admins to Programs where they were a Program Admin
  • Global Role - users are added as Users of the App (Administration > Security) - this grants them access to the App itself.
Program Editor
  • App User
  • Box Editor

Becomes a Box editor:

  • users are added as Box Editors to Programs where they were a Program Editors
  • Global Role - users are added as Users of the App (Administration > Security) - this grants them access to the App itself.
Program User
  • App User
  • Box Viewer

Becomes a Box Viewer:

  • users are added as Box Viewers to Programs where they were a Program Users
  • Global Role - users are added as Users of the App (Administration > Security) - this grants them access to the App itself.
Program Lead
  • A Box Lead role doesn't grant users any permissions

Becomes a Box Admin:

  • users are added as Box Admins to Programs where they were a Program Lead.
  • they still are listed as a Box Lead, but this doesn't grant them any permissions. In the future, if you wan't Box leads to have particular access you need to add them to a Box with an appropriate role (Box Configuration > Security).