> For the complete documentation index, see [llms.txt](https://msplannertojira.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://msplannertojira.gitbook.io/docs/basics/planner-premium-manual-setup.md).

# Planner Premium Manual Setup

This guide covers the manual configuration steps for setting up write permissions to Microsoft Planner Premium. Use this if the [automatic setup](/docs/basics/connect-microsoft-planner-premium-eap.md) doesn't work for your environment.

**Note**: You should be a **Microsoft 365 admin** to complete the steps below.

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### 1. Ensure You're an Admin in Power Platform

1. Go to the **Power Platform admin center** ([https://admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com/))
2. Click **Manage**
3. Select your **environment**
4. Click **Membership** in the top right
5. If you're not listed as an admin, add yourself as a **System Administrator**

<figure><img src="/files/WSSQVhFmfEPUaLBds3Vd" alt=""><figcaption></figcaption></figure>

***

### 2. Create a New Security Role

1. Go to **Settings → Users + permissions → Security roles**
2. Click **New role**
3. Name it something descriptive (e.g., `MS Planner Jira Sync`)

<figure><img src="/files/6OfXjxT488MwpgCv7hDN" alt=""><figcaption></figcaption></figure>

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### 3. Configure Permissions for Operation Set Tables

1. Make sure the selector says **Show all tables**
2. Use the search in the top right to find `msdyn_operationset`
3. For **both** tables below, set all permissions (Create, Read, Write, Delete, Append, Append To, Assign, Share) to **Business Unit**:
   * **Operation Set** (`msdyn_operationset`)
   * **OperationSet Detail** (`msdyn_operationsetdetail`)

<figure><img src="/files/ucl28w22BvMv1PDrFpnA" alt=""><figcaption></figcaption></figure>

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### 4. Add Yourself to the Security Role

1. Go back to your **environment**
2. Click **Settings → Users + permissions → Users**
3. Find your user in the list
4. Click the **three vertical dots** next to your user
5. Select **Manage security roles**
6. Find your new **MS Planner Jira Sync** security role in the list
7. Select it
8. Click **Save**

<figure><img src="/files/cZmn7oBqoyCoGXExQZTF" alt=""><figcaption></figcaption></figure>

***

✅ Once completed, return to the app and click **Recheck Permissions** to verify your setup.