If you have used Meisterplan before the User Groups product enhancement was released, you have one automatically created group per user. This ensures everyone has the same permissions as before and can continue working in Meisterplan without any disruption.
In this article, we will explain how to replace these groups with groups customized to your organization.
- How to Find
- How to Configure
- 1. Planning the Groups
- 2. Creating the Groups
- 3. Adjusting the Rights
- 4. Assigning Users
- 5. Deleting Unnecessary Groups
With User Groups, permissions are no longer set per user but per group. Instead of working with pre-defined access levels, you can configure groups according to your preferences.
How to Find
In the left Sidebar, click Manage and select User Groups. Here you see one group per user, which has been automatically created and contains the user's respective rights.
How to Configure
We recommend you complete the setup and customization of your user groups in one setting, so that there is no temporary state where user rights are configured incorrectly. The configuration can always be changed at a later stage.
We also recommend that you finalize your user groups before adding any new users. This ensures you can select appropriate groups when adding new users.
1. Planning the Groups
Plan which groups you need, and which rights each group should have. You can, for example, configure one group per Lean PPM™ role or organizational unit (e.g., Project Manager or IT Sub-portfolio Coordinator). If you would like to replicate the previous access levels, you can find an overview of the respective rights here.
2. Creating the Groups
Instead of configuring each group from scratch, we recommend that you find an existing user whose rights match the rights you would like applied to each group. Move the cursor over the group, click the three dots to the right, select Duplicate Group and rename the group. By doing so, you can always go back to the group's original configuration for comparison.
If you want to add a new group, click Add Group in the toolbar.
3. Adjusting the Rights
With the new User Groups, you are now able to configure permissions in more detail. For example, you can distinguish between read only and editing rights for project fields. This allows you to configure permissions to exactly match the responsibilities of your users.
All details concerning which new rights you can configure are available in the Release Notes.
4. Assigning Users
You can add users to as many groups as you like. Assign each user to the groups in which they should be included. Permissions are additive, which means that a user will have all permissions that are given to them through each user group in which they are included.
If you want to see all the groups a user has been assigned to, go to Manage > Users and open the respective user account.
5. Deleting Unnecessary Groups
Once you have assigned all users to their groups, delete the groups you no longer need. Please note that users cannot be deleted by deleting user groups.
Once you have customized your user groups, you have a group with appropriate rights for each of your team’s responsibilities, and you are able to add or remove users as needed. This allows you to quickly set up new users and easily adjust responsibilities as needed.