As an administrator, you have the ability to add, edit, and deactivate users and user permissions. This article provides instructions on how to manage users. It also covers access levels, account settings, access rights and password settings.
- Required Access Level
- Opening the Users View
- Manage Users
- Access Levels
- Editing Rights
- User Account Settings - General
- User Account Settings - Rights
- Edit Password Settings
Required Access Level
The Users view is only available to Administrators.
Opening the Users View
The Users view is available under Manage in the sidebar.
Manage Users
The Users view displays all Meisterplan user accounts and lets you add, edit or deactivate user accounts. Please note that administrators are unable to change their own access level or deactivate themselves, but they are still able to do this for other administrators.
The view also displays the Last Login Date for each user.
A user account cannot be deleted once it has been created. If you wish to block access for a user account, you have to deactivate it. To keep the number of deactivated users low, follow this workaround.
Options:
- Invite Users (for a step-by-step-guide, see the Adding Users article)
- Add User (for a step-by-step-guide, see the Adding Users article)
- Edit User
- Change Password
- Deactivate User (to activate a deactivated user account, edit it and select the desired Access Level.)
- Configure SAML (see the Single Sign-On (SSO) via SAML 2.0 article for details.)
- Edit Password Settings (see the Edit Password Settings section below for details.)
Access Levels
|
Level
|
Description
|
|---|---|
| Deactivated | The user may not log in to Meisterplan. |
| Personal plan (only app access) | The user may not log in to Meisterplan.
Starting with this access level, users may log in to the Meisterplan MyProjects Android or iOS app to view their own projects and allocations. Users cannot edit any data in the apps. Please note that, in addition to the required minimum access level, a user must be linked to a resource in order to log in to the apps (see following section User Account Settings - General). |
| Viewer | The user may not edit any data. |
| User | The user may manage own scenarios and enabled the use of editing rights. |
| Portfolio Manager | Similar to User. Additionally, the user may manage portfolios that he or she created or has access rights for. |
| Data Manager | Similar to Portfolio Manager. Additionally, the user may import data, export data and manage assigned reports. If data imported from Excel contains new values for custom project fields of the Lookup type, those values will be automatically added to Meisterplan. |
| Administrator |
Similar to Data Manager. Additionally, the user may manage custom project fields, user accounts, all scenarios, all portfolios and all reports. For most license types in Meisterplan SaaS systems he is also able to manage subscriptions. |
Editing Rights
To use editing rights the user level User or higher is required.
| Editing Right | Dependent On | Description |
| Edit Plan of Record | Allow user to edit the plan of record. | |
| Use Resource Pool and Edit Absences | Allow user to edit data in the Resource Pool and enter absences in the histogram. | |
| Change Project Rank | Allow user to move projects in the list, change the position of the Cut-Off and Must-Have line and activate the availability of the Move to Rank action. | |
| Sort Projects by Project Score | Change Project Rank |
Allow user to sort the list by project score. This controls availability of the Sort by Project Score option in the More Actions menu of the toolbar for the Portfolio Designer view. To use this feature, users need to have edit rights for the active scenario or plan of record. |
| Change, Add and Delete Allocations | Allow user to add, change or delete the allocation of roles and resources. Also allocations can be edited in the flexible or time grid mode. The context menu for allocations is only available if you have this right. | |
| Change Project Schedule |
Allow user to Change project schedule in the Gantt diagram. This includes moving a project, splitting or stopping it. This right is also required to edit the end of the project. |
|
| Auto-Schedule Multiple Projects | Change Project Schedule | Allow user to auto-schedule multiple projects. See the Auto-Schedule article for details. |
| Add Projects and Programs |
Allow user to add projects and programs. To add projects above the Cut-Off line the right to Change Project Rank is required. To change the start and end date of the project the right to Change Project Schedule is required.
|
|
| Delete Projects and Programs |
Allow user to delete projects and programs. To use this feature, users need to have edit rights for the active scenario or plan of record.
|
User Account Settings - General
Click Edit User or double click a row to open the user account settings.
The following settings are available in the General tab.
| 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. |
| First Name | Used for documentation (e.g. in reports) |
| Last Name | Used for documentation (e.g. in reports) |
| Email for system notifications to this user | |
|
Link the user to a resource to enable logging in to the Meisterplan MyProjects Android or iOS app. When the user logs in to one of the apps, current allocations of the linked resource will be displayed by project in a daily or weekly view, sorted by date. Users cannot edit any data in the apps. Please note: The minimum access level required to log in to the apps is the Personal plan (see Access Levels). |
|
| Access Level | Control permission - see Access Levels for details. |
| 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). |
User Account Settings - Rights
The following settings are available in the Rights tab. See Editing Rights for details on editing rights.
The following settings are available in the Rights tab.
|
Field
|
Description
|
|---|---|
| Portfolio Access Rights | Select accessible portfolios (at least one, unless you have one or more portfolios for which Share with all users has been selected). |
| Scenario Edit Rights | Select accessible scenarios. Can be empty. |
| Report Rights | Select accessible reports. Can be empty. |
| Project Field Rights | Select custom fields to display in project hints and in a project's details. Project Field Rights are also required to filter by fields and to display lookup colors via the Portfolio Designer (view Settings for Projects.) |
Edit Password Settings
Click the Edit Password Settings button in the toolbar 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 an administrator.