Availability All Editions
Use customizable navigation to give different user groups access to specific views that are relevant for them in Meisterplan.
What is Customizable Navigation
Customizable Navigation is a way to limit what your users see in your Meisterplan system according to their user group. This allows you to, for example, set up your system to only allow users access to the view My Schedule.
You can customize what a user sees. However, you cannot change the order of the views in the sidebar.
If you create a new user group, they will automatically have access to every view. You can customize or limit this access at any time.
Where to Find
You need to have the Admin Right for Navigation under Views & Areas > Navigation.
In the User Groups
In the left sidebar, click Manage > User Groups, and then select the Views & Areas tab:
In the Manage Section
In the left sidebar, click Manage and select Customizable Navigation:
By switching off the toggle next to the name of the view, you will remove access for all user groups. If you toggle it back on, you must input which user groups you would like to have access to the view.
How to Customize Your Users' Views
Click the X next to any user group to revoke their access to the view listed above.
Or, alternatively, click the arrow at the end of the row and select any user groups you'd like to grant access to.
Which Views Does This Apply To?
You can customize your users' access to the following views:
- Portfolio Designer
- Team Planner
- Portfolio Dashboard
- My Schedule
- List
- Board
- Goals
- Roadmap
- Reports
- Integrations
Which Views Does This Not Apply To?
You cannot customize your users' access to the following views:
| Resource Pool |
Access to this view is determined by the Edit Resource Pool and Absences user right |
| Import & Export |
Access to this view is determined by the Import Data and Export Data user rights |
| Manage |
Access to this view is determined by the user rights in the tab System Administration; and additionally the user rights for scenarios, portfolios, and the navigation; If a user only has access to one relevant section (e.g., Manage > Portfolios), they will only see that specific tile in the Manage section. |
| Help |
Access to this view is always available |
| Get Started |
Access to this view is available to the creator of the system |