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Administration Topics

Install and Manage License

Install your Powersheet license, verify activation status, and manage license renewals or transfers across Polarion server environments.

Configure Permissions

Control who can view, edit, and administer sheet configurations and domain models by setting up role-based access at the project and global levels.

Update Powersheet

Upgrade Powersheet to a new version by replacing the extension files, clearing the cache, and verifying the installation.

Manage Global Configuration

Define global settings that apply across all projects, including shared domain models, default sheet configurations, and system-wide preferences.

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Typical Administration Workflow

The following sequence represents the standard path for setting up Powersheet in a new Polarion environment: 
┌──────────────────┐     ┌──────────────────────┐     ┌────────────────────────┐
│  1. Install &    │     │  2. Configure Global  │     │  3. Set Permissions    │
│  Activate License│────▶│  Settings             │────▶│  for Projects & Roles  │
└──────────────────┘     └──────────────────────┘     └────────────────────────┘
  1. License first — Powersheet features are unavailable until a valid license is installed and activated on the Polarion server.
  2. Global configuration — Establish shared domain models and default configurations that projects can inherit, reducing per-project setup effort.
  3. Permissions — Assign administrative and editing roles so that project teams can work with their sheet configurations while sensitive settings remain protected.
Global configuration provides defaults and shared resources. Individual projects can override these settings with project-level domain models and sheet configurations. See Manage Global Configuration for details on how inheritance works.
Once administration is complete, project teams can begin building their configurations: