Invite your team to Meisterplan and create user accounts for your colleagues.
General
Your Meisterplan user account requires the Administrator access level to complete the features described here.
The fastest way to do this is via Invite Users, especially if you want to add multiple users at once. Select Add User if you would like more configuration options.
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:
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 an Access Level for the new users.
You can learn more about the different access levels in the article User Management.
Step 5 (optional): Select if the new user accounts should have the Right to Edit Plan of Record and the Right to Use Resource Pool and Edit Absences.
You can learn more about the different edit rights in the article User Management.
Step 6: 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.
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 automatically receive the access level Administrator, as well as edit rights for the Plan of Record and Resource Pool:
Add User
To add a new Meisterplan user to your system, first set the general user account information and then the user rights.
General Information
Step 1: Click on Manage in the left sidebar, then select Users.
Step 2: Click on Add User in the toolbar:
This will open a new dialog:
Step 3: Enter the Username, First Name, Last Name and Email address of the new user.
After completing the configuration, Meisterplan will send a link to this email address, which will allow the new user to set his password.
Step 4: If the new user has already been created as a resource in Meisterplan, you can select the corresponding resource in the field Linked Resource.
Please note: If the new user would like to use the MyProjects mobile app, they must be linked with a resource.
Step 5: Select an Access Level for the new user.
You can learn more about the different access levels in the article User Management.
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.
User Rights
Here you can define what the new user may and may not do in Meisterplan.
Tip: For information on how to set the appropriate user rights by the portfolio management role of the new user, see the article Set User Rights by PPM Role.
Step 1: Switch to the Rights tab:
Step 2: Under Portfolio Access Rights, select which portfolios the new user should be able to view.
The user is also able to view all portfolios that are shared with all users.
Step 3: Under Scenario Edit Rights, select which scenarios the new user should be able to edit.
All users are able to view all scenarios.
Step 4: Select which edit rights the new user should have (for example, for the Plan of Record or Project Rank).
Step 5: Under Report Rights, select which reports the new user should be able to view.
Step 6: Under Field Rights, select which project fields the new user should be able to view and use.
You can learn more about the various rights in the article User Management.
Step 7: Click on OK.
The added individual will receive an email with a link to set their password. They can then log in to Meisterplan.
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, 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:
- Typically, the link eu.meisterplan.com or us.meisterplan.com is sufficient, depending on the hosting location of your Meisterplan system.
- If the username exists in several systems, enter the installation name in the link (e.g. us.meisterplan.com/my-meisterplan-system).