Flexibly manage user permissions and get a transparent overview of rights by organizing users into groups.
Note: If you were a Meisterplan client before the release of the User Groups, you will find help on how to customize your groups in the article Replacing Automatically Created User Groups. If you would like to replicate the previous access levels, you can find an overview of the respective rights here.
How to Find
To access this functionality, you need to have the Manage Users and User Groups right.
In the left Sidebar, click Manage and select User Groups:
At the top of the view, you can add new groups or search for group names.
To configure an existing group, move the cursor over a group and click the pencil icon on the right.
To duplicate or delete a group, move the cursor over a group, click the three dots on the right and select an option.
How to Replace Automatically Created Groups
If you were a Meisterplan client before the release of the User Groups, you will find help on how to customize your groups in the article Replacing Automatically Created User Groups.
How to Configure New Groups
When you configure a group, the view is divided into the following sections:
- General
- Administrative Rights
- Integration Rights
- Project and Program Rights
- Detailed Project and Program Rights
- Project Field Rights
Before you configure these groups, we recommend that you clarify which users should add and update data in Meisterplan, and if they should use the Plan of Record or a scenario.
If you're using our Lean PPM™ framework and want to configure these rights to fit the Lean PPM™ responsibilities, the Set User Rights by Lean PPM™ Role article shows you how to do this.
General
Here you can define the Group Name and assign or remove Users to the group. You can also determine whether the user group has access to the Change Log for projects.
Users can be assigned to multiple groups. Permissions configured through groups are additive. This means that a user will have all permissions that are granted for at least one of the groups they are assigned to, even if that right is not granted for other groups they are assigned to.
Example: A user is assigned to Group A and Group B. Group A has been granted a certain right while Group B has not. In this case, the user will have this right.
Administrative Rights
Here you can configure which administrative functions can be managed by users assigned to this group.
| Right | Description |
| Manage Reports |
Determines administrative rights regarding reports: No Reports:
Note: Regardless of this setting, users can view all reports for which they have been granted Report Rights. According to Configured Report Rights:
All Reports:
Find more informations on report rights in the Reports View and Integrated Reports article. |
| Manage Portfolios |
Determines administrative rights regarding Portfolios: No Portfolios:
Note: Regardless of this setting, users can view and use all portfolios for which they have been granted Access Rights. According to Configured Portfolio Access Rights:
All Portfolios:
|
| Manage Scenarios |
Determines administrative rights regarding scenarios: No Scenarios:
According to Configured Scenario Edit Rights:
All Scenarios:
Note:
|
| Edit Resource Pool and Absences |
Allows users to access the Resource Pool and enter absences in both the Resource Pool and the Portfolio Designer. Find more information in our article Resource Absences, Vacations and Capacity Changes. |
| Manage Project Fields, General Settings and Project Settings |
Allows users to manage Project Fields, General Settings and the Project Settings. You can access these settings in the left-hand sidebar under Manage. |
| Manage Users and User Groups |
Allows users to manage users and user groups. Note: With this right, a user can change the configuration of all user groups in your system, including granting himself rights he did not have previously and revoking rights for other users. |
| Manage Subscription |
Allow users to manage the Meisterplan subscription, for example to change or cancel it. |
Here you can configure how users assigned to this group can connect other tools and import or export data.
Integration Rights
| Right | Precondition | Description |
|
Access Meisterplan APIs and Connect External Applications |
Users can use the REST API and Reporting API, connect external applications such as Zapier, Power BI or Tableau to Meisterplan and manage Jira Links. Find more information in our Help Center under Integrations & API. |
|
|
Import and Export Data |
Users can import data into Meisterplan using the Copy and Paste Import from Spreadsheets and the Jira Import. Users can export the Project List and Integrated Pivot Reports. |
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Import and Export via Excel Template |
Import and Export Data |
Allow users to import and export data through the Excel Template. Caution: Users will be able to make mass changes to Meisterplan data, including the Plan of Record, regardless of how other rights are configured:
|
|
Manage and Use Data Sources |
Users can integrate data sources such as Smartsheet to Meisterplan. Caution: Users will be able to make mass changes to Meisterplan data, including the Plan of Record, regardless of how other rights are configured:
|
Project and Program Rights
Here you can configure whether users assigned to this group have the right to edit projects and programs.
Edit Project and Programs determines whether users have the right to edit projects and programs, while Edit Plan of Record determines whether this right extends to the Plan of Record. If you give users the right to edit the Plan of Record, you can also determine whether they can replace the entire Plan of Record with a scenario from the scenario manager.
Detailed Project and Program Rights
Here you can configure in detail how users assigned to this group can edit projects and programs. You can only configure these if you have granted rights to this group in the “Project and Program Rights” section (see above).
| Right | Precondition | Description |
|
Add Projects and Programs |
Allows users to add and duplicate projects and programs, including allocations, milestones and financial events. To edit a new project’s start and finish date, users also need the Change Project Schedule right. |
|
| Delete Projects and Programs | Allows users to delete projects and programs. | |
|
Change Project Rank |
Allows users to manually change the rank of projects in the Portfolio Designer, change the position of the Cut-Off and Must-Have line and perform the “Move to Rank” action in the Project Settings view. | |
| Sort All Projects by Project Score | Change Project Rank | Allows users to sort all projects by their project score in the Portfolio Designer. |
| Change Project Schedule | Allows users to change the project schedule in the Gantt diagram in the Portfolio Designer. This includes moving a project, splitting or stopping it. | |
| Auto-Schedule Multiple Project | Change Project Schedule |
Allows users to auto-schedule multiple projects. Find more information in our article Auto Schedule. |
| Add, Change and Delete Financial Events | Allows users to add, change and delete financial events. | |
| Add, Change and Delete Milestones and Milestone Dependencies | Allows users to add, change and delete milestones and their dependencies. | |
| Add, Change and Delete Allocations | Allows users to add, change and delete allocations. |
Note: To perform these actions, users must also have Edit Rights for the active scenario or the Edit Plan of Record right.
Project Field Rights
Here you can configure which rights users assigned to this group have regarding project fields.
Grant users access to specific project fields by dragging and dropping them below Read Only or Edit.
Project fields under Read Only will be displayed to users but cannot be edited.
Project fields under Edit will be displayed to users and can be edited.
System fields can always be edited if the user has the right to edit the project.