Availability All Editions
Create user accounts for all colleagues who use Meisterplan. By adding users to user groups, you can determine which rights a user has in Meisterplan.
Where to Find
To access this view, you need to have the Manage Users and User Groups right.
In the left sidebar, click Manage and select Users:
The Users view displays all Meisterplan user accounts and lets you add, edit, delete and deactivate user accounts and export the user account list into an Excel file.
Options in the Toolbar
- Invite Users (for a step-by-step-guide, see the Adding Users article)
- Add Single User (for a step-by-step-guide, see the Adding Users article)
- Search
- Change Password
- Show Deactivated Users: Define if you want to include deactivated users in your list.
- Export to Excel: Export a list of all users into an excel file.
- Configure:
- Password Settings: see the Edit Password Settings section below for details
- SAML: see the Single Sign-On (SSO) via SAML 2.0 article for details
- Login NoticePremium: will be displayed for each user of your Meisterplan system after each login
- Session Timeout: define the amount of time a logged-in user may be inactive before they will be automatically logged out
Editing Password Settings
Click on Configure in the toolbar and select Edit Password Settings to view and edit password requirements:
- Minimum Number of Characters: six.
- Password Expiration (Days): users will be prompted to enter a new password when their password has expired. Enter 0 to turn off password expiration.
- Requires uppercase letters from A to Z: password must contain at least one uppercase character.
- Requires lowercase letters from a to z: password must contain at least one lowercase character.
- Requires digits of the base 10 (0 to 9): password must contain at least one digit.
- Requires special characters (e.g. !$#%): password must contain at least one special character.
A newly configured password policy becomes valid when a password expires or when changed by the user or someone with the Manage Users and User Groups right.
Adding Users
In the toolbar, you can select whether you want to add one or more users. When you click Add Single User, you can configure all user details:
Find more details here.
The toolbar option Invite Users allows you to add several users for the same user group:
Find more details here.
In Meisterplan Premium Editions, you can manage users via auto-provisioning through your identity provider. Learn more in the article Auto-Provisioning Users with Meisterplan.
Editing User Accounts
To configure an existing user, move the cursor over the user and click the pencil icon on the right.
The following settings are available:
| Field | Description |
|---|---|
| Username | Unique identifier
Used for login into Meisterplan Will be converted to lowercase when saving the user account. However, when logging in with this user account, it is not case sensitive. Users can also log in with their Google or Azure email. |
| Email for system notifications to this user | |
| First Name | Used for documentation (e.g. in reports) |
| Last Name | Used for documentation (e.g. in reports) |
| Linked Resource |
Link users with resources to specify edit rights for project managers using the Projects with Logged-In User as Project Manager right. Users must also be linked to resources to allow your Project Managers and Resource Managers to use the Logged-In User filter option for their own Projects, Roles or Resources. Additionally, linking your users with a resource allows them to see all of the projects they are allocated to in the My Projects view, which can be found in the left sidebar. |
| User Groups |
Used to flexibly manage user permissions and get a transparent overview of rights by organizing users into groups. Learn more in the Manage User Groups. |
| Password | Select Password never expires to disable password expiration for this user account.
This setting is only required if password expiration is active (if expiration in days is greater than zero, see the Edit Password Settings section below). |
Deactivating User Accounts
Deactivating users is useful when a user is unavailable for a longer period of time, for example, due to parental leave or a sabbatical.
Deactivated users can no longer log in to Meisterplan. Their profile picture is deleted and their comments and history entries display “Deactivated user” without a name or picture. The resource linked to the user remains.
Deactivated users can be filtered out of the user overview by clicking Hide Deactivated Users in the toolbar. You can reactivate deactivated users at any time.
Hover over a user account and click on the three dots at the end of the row. Then click Deactivate User:
Deleting User Accounts
Deleted users cannot be restored, which is why deletion is only recommended if the user is no longer active in Meisterplan (or your organization).
When a user is deleted, all direct user information is permanently removed. Their comments and history entries will show “Deleted user” without a name or image. The resource linked to the user remains.
Hover over a user account and click on the three dots at the end of the row. Then click Delete User: