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 setting, access rights and password settings.
- Required Access Level
- Manage Users
- Access Levels
- 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.
User Account List
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 to 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.
- 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.)
|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 edit data and manage own scenarios.|
|Portfolio Manager||Like User. Additionally, the user may manage portfolios that he or she created or has access rights for.|
|Data Manager||Like Portfolio Manager. Additionally, the user may use the Resource Pool, import data, export data and manage assigned reports.|
Like 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.
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.
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.
|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.|
|Plan of Record Edit Rights||Allow user to edit the plan of record.
This requires the User access level or higher.
|Project Score Sorting Rights for Project List||
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 at least the User access level and edit rights for the active scenario or plan of record—all of which can also be assigned here.
|Report Rights||Select accessible reports. Can be empty.|
|Field Rights||Select custom fields to display in project hints and in the Edit Project window. 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.