Agile (PLANTA pulse)
Agile (PLANTA pulse)
Breadcrumbs

Users Tab

Information

  • In the Users tab of the Administration panel

    • new (API) users can be created

    • existing user profiles can be edited and

    • new users can be invited.

Access path

  • Menu → Administration → Users

Menu Item Users

Menu → Administration → Users → Users

Information

  • When opening the Users tab, the Users menu item is opened by default.

  • Here, all existing users in PLANTA pulse are listed in a table with their data and can be edited.

  • Furthermore, new users can be created.

Details

  • The following data is shown per user:

    • ID

    • Username

    • Full Name

    • Admin

    • E-Mail

    • Verified

      • If No, the user has not yet verified his/her account via the confirmation link sent by e-mail.

    • Added on

      • Date on which the user was created in PLANTA pulse.

    • Active

      • If No, the user is inactive and cannot log in anymore.

        • Users cannot be deleted.

        • If an account is not to be used anymore, the user needs to be set to Active = No via Edit.

        • Inactive users will not be removed from boards automatically.

    • Online

      • Green: The user is currently online.

      • Grey: The user is currently offline.

    • API User

  • By clicking on the table headers, the table can be sorted by the columns.

Edit User Data

Procedure

  • Menu → Administration → Users → Users

  • By clicking on Edit in the right column, the administrator can edit the following data of a user:

    • Full Name

    • Username

    • Password

    • E-Mail

    • Admin

    • Active

  • Click Save.

Create Standard User

Information

  • Standard users are actual users who can fully use PLANTA pulse.

    • In contrast, API users are only used for operating the REST API.

Procedure

  • Menu → Administration → Users → Users

  • Click the button above the table.

  • In the User Type listbox, select the Standard User.

  • For the new user, complete the fields Full Name, Username, Password and E-Mail.

  • In the listbox Invite by E-Mail, select whether the user should be invited via e-mail.

  • Click Create.

Create API User

Information

  • An API user is a technical user who is only used for operating the REST API from external systems.

    • An API user cannot be a member of boards or cards.

    • This setting cannot be changed afterwards.

Procedure

  • Menu → Administration → Users → Users

  • Click the button above the table.

  • In the User Type listbox, select the API User.

  • Enter a username.

  • Click Create.

  • The API user is created and in the column API User the button Create Token appears.

Create API Token

Information

  • API users need a token to be able to operate the REST API.

    • The token is used for authentication at the PLANTA pulse REST API.

    • The token can also be used for linking PLANTA pulse and PLANTA project (PLANTA Hybrid).

Procedure

  • Menu → Administration → Users → Users

  • Create an API User if none exists yet.

  • In the API User column, click Create Token.

  • Click Create.

  • If needed, click Copy Token to copy the token to the clipboard.

Menu Item Invite User(s)

Information

  • In the menu Invite User(s), new users can be invited.

Procedure

  • Menu → Administration → Users → Invite User(s)

  • In the field Invite User(s), enter the e-mail address of the person who is to be invited to PLANTA pulse.

  • In the area To Board(s), select the boards to which the user should be invited.

  • Invite.

  • The user will receive an e-mail with an invitation link to the selected board.