Help Center

Articles in this section

See more

Manage User Groups

Avatar
Meisterplan
  • Updated

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:

Manage_User_Groups.png

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:

Manage-User-Groups_Portfolio-Managers_1.1.png

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.

Portfolio_Managers_General-w-Change-Log.png

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.

Portfolio_Managers_Administrative_Rights1.1.png

Right Description
Manage Reports

Determines administrative rights regarding reports:

No Reports:

  • Users cannot configure or delete reports.
  • Users cannot add reports.

Note: Regardless of this setting, users can view all reports for which they have been granted Report Rights.

According to Configured Report Rights:

  • Users can view, configure and delete all reports for which they have been granted Report Rights.
  • Users can add reports.

All Reports:

  • Users can view, configure and delete all reports.
  • Users can add reports.

Find more informations on report rights in the Reports View and Integrated Reports article.
Manage Portfolios

Determines administrative rights regarding Portfolios:

No Portfolios:

  • Users cannot configure or delete portfolios.
  • Users cannot add portfolios.

Note: Regardless of this setting, users can view and use all portfolios for which they have been granted Portfolio Access Rights.

According to Configured Portfolio Access Rights:

  • Users can view, use, configure and delete all portfolios for which they have been granted Portfolio Access Rights.
  • Users can add portfolios.

All Portfolios:

  • Users can configure, view, open and delete all portfolios.
  • Users can add Portfolios.
Note: This setting does not determine whether users can edit the projects that are part of a portfolio. For this, they need Edit Rights for the scenario or the Edit Plan of Record right, and they need the Edit Projects and Programs right.
Manage Scenarios

Determines administrative rights regarding scenarios:

No Scenarios:

  • Users cannot configure, delete, copy, freeze or archive scenarios.
  • Users cannot add scenarios.

According to Configured Scenario Edit Rights:

  • Users can configure, delete and archive scenarios for which they have been granted Edit Rights.
  • Users can copy and freeze all scenarios.
  • Users can add scenarios.

 All Scenarios:

  • Users can configure, delete, copy, freeze and archive all scenarios.
  • Users can add scenarios.

Note:

  • Regardless of this setting, all users can see, open and compare all scenarios.
  • This setting alone does not determine whether users can edit the projects in a scenario. For this, they also need the Edit Projects and Programs right.
Edit Resource Pool and Absences

Allows users to access the Resource Pool and enter absences in both the Resource Pool and the Portfolio Designer.

Learn more about the related functionality:
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

Portfolio_Managers_Integration_Rights.png

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.

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:

  • Delete all projects and programs
  • Add and configure all projects and programs
  • Including milestones, allocations and financial events
Edit resources, roles, absences, skills and OBS units

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:

  • Delete all projects and programs
  • Add and configure all projects and programs
  • Including milestones, allocations and financial events
  • Edit resources, roles, absences, skills and OBS units
Find more information about data sources in our article Manage Data Sources.

Project and Program Rights

Here you can configure whether users assigned to this group have the right to edit projects and programs.

Portfolio_Managers_Project_and_Program_Rights1.2.png

Right Precondition Description

Edit Projects and Programs

  

Here you can configure whether users assigned to this group have the right to edit projects and programs, and which projects.

No Projects:

Users with this option cannot edit any projects. This is the case even if they have edit rights for a scenario.

Projects with Logged-In User as Project Manager:

Users with this option can only edit those projects where they are set as Project Manager, and if they also have Edit Rights for the active scenario or the Edit Plan of Record right.

Note:

  • The respective user must be set as Project Manager in the respective project field. It does not matter if the user is also allocated to the project in a Project Manager role or not.
  • The respective user must be linked to a resource. In this article you can learn how to do this.

All Projects and Programs:

Users with this option can edit all projects and programs if they also have Edit Rights for the active scenario or the Edit Plan of Record right.

Edit Plan of Record

  

Edit Plan of Record determines whether users have the right to edit projects and programs in 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.

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 Details view.
Sort All Projects by Project Score Change Project Rank Allows users to sort all projects by their project score in the Portfolio Designer.

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).

Portfolio_Managers_Detailed_Project_and_Program_Rights1.1.png

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.

Programs can be deleted by all users that have either the Projects with Logged-In User as Project Manager right or the All Projects and Programs right under Edit Projects and Programs.
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.

Portfolio_Managers_Project_Field_Rights1.1.png

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.

Share this article:

Was this article helpful?
1 out of 1 found this helpful
Need more help? Contact our support.
Return to top

Related articles