Invite your team to Meisterplan and create user accounts for your colleagues.
General
Users need to have the Manage Users and User Groups right to complete the features described here.
The fastest way to add multiple users is via the Invite Users function, . If you would like more configuration options for users, add them by selecting Add Single User.
Invite Users
To invite new users to your Meisterplan system, complete the following steps:
Step 1: Click on Manage in the left sidebar, then select Users.
Step 2: Click on Invite Users in the toolbar:
This will open a new dialog box:
Step 3: Enter the Email addresses of the individuals you would like to invite.
To separate multiple email addresses, use a comma, semicolon, space or start a new line.
Step 4: Select a User Group for the new users.
User Groups are used to flexibly manage user permissions and get a transparent overview of access rights. It is best to configure user groups before adding users to Meisterplan. Users must be assigned to at least one group. You can learn more in the article Manage User Groups.
Step 5: Click on Invite Users.
The listed individuals will receive an invitation email including a link with which they can set their password. They can then log in to Meisterplan. The link will become invalid as soon as a password is set.
Tip: If you have a trial Meisterplan account, you can invite new users even faster. Simply click on Get Started in the left sidebar panel and then select Convince Your Team. All trial users will automatically be assigned to the user group System Administrators. This grants them editing rights to the Plan of Record and Resource Pool:
Add User
Step 1: Click on Manage in the left sidebar, then select Users.
Step 2: Click on Add Single User in the toolbar:
This will open a new dialog box:
Step 3: Enter the Username, First Name, Last Name and Email address of the new user.
Linked Resource
If the new user has already been created as a resource, enter their email address first and the remaining details will be filled in automatically.
Step 4: If the new user would like to use the MyProjects mobile app, they must be linked to a resource. Make sure the corresponding resource is selected in the field Linked Resource.
Step 5: Select a User Group for the new user.
You can learn more about user groups in the article Manage User Groups.
Step 6 (optional): You can also specify if the user's Password should never expire.
This will override the system-wide general settings for this user.
Step 7 (optional): You can uncheck Send invitation mail if you want to invite the user later via the Invite Again function (see below).
If you leave "Send invitation mail" checked, Meisterplan will send an invitation mail to the new user, which will allow him to set his password.
Tips
The following tips will help you with any problems you may have when adding users:
- If the added person did not receive the email containing the link to set their password via the Invite Again function, or accidentally deleted it, they can use the Forgot your password? feature on the login page. To do this, provide the user with their username and the link to the login page:
- In most cases, if you or any of your users can't remember the full URL to your Meisterplan system, the URLs eu.meisterplan.com or us.meisterplan.com (depending on the hosting location) are sufficient.
- If the username exists in several systems, enter the installation name in the link (e.g. us.meisterplan.com/my-meisterplan-system).