Client accounts (Jira PSA Epics) and their responsables. Editing here writes the change to Jira — no need to go edit the Epic by hand.
0 accounts
Code
Name
PM
CSM
TL
Coverage
Actions
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Users
Everyone who can sign in to the PMO Board. Access controls what they see; Company role comes from their Jira Position and can be changed here (it's written back to their AA Epic).
0 users
User
Access
Company role
Status
Last seen
Actions
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Roles
Company roles, fed by the Jira Position - Assignee field of each AA Epic (one Epic = one employee). Mark which roles can be an account's PM, CSM or TL — those are the options offered as responsables in Accounts.
0 roles
Role
Responsable slot
People
Source
Actions
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0 people
Person
Jira Epic
Jira Position
Company role
Freelance
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Audit log
Every change made from Admin, who made it, and whether it reached Jira.