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

    • If Yes, the user has global admin rights.

  • 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

    • An API user is a technical user who can configure the REST API from external systems. More Information

    • API users receive global admin rights automatically.

• 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.

• By clicking Reinvite User, the user can be sent a new invitiation e-mail.

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.