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For initial installation and license activation, see Getting Started > Installation.

Administration Topics

Configure Permissions

Control who can view, edit, and administer sheet configurations and data 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.

Typical Administration Workflow

The following sequence represents the standard path for setting up Powersheet in a new Polarion environment:
  1. License first — Powersheet features are unavailable until a valid license is installed and activated on the Polarion server. See Getting Started > Installation for license installation steps.
  2. Permissions — Assign administrative and editing roles so that project teams can work with their sheet configurations while sensitive settings remain protected.
  3. Ongoing maintenance — Apply updates as new Powersheet versions become available, ensuring users benefit from the latest features and fixes.
Most Powersheet configuration happens at the project level through data models and sheet configurations. Administrators control who can edit these artifacts via the permissions guide, while project teams own the configuration content itself.
Once administration is complete, project teams can begin building their configurations:
Last modified on July 10, 2026