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 Item Users

Menu → Administration → Users → Users

Information

  • When opening the Users tab, the menu item Users 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 User

Procedure

  • Menu → Administration → Users → Users
  • Click the button Create User below the table.
  • For the new user, complete the fields Full Name, Username, Password and E-Mail.
  • In the listbox API user, select the value No.
    • An API user is a technical user who is only used to configure the REST API from external systems. More Information
      • An API user cannot be a member of boards or cards.
      • This setting cannot be changed later anymore.
  • In the listbox Invite by E-Mail, select whether the user should be invited via e-mail.
  • Click Create.

Create API User

Procedure

  • Menu → Administration → Users → Users
  • An API user is a technical user who is only used to configure the REST API from external systems.
  • To create an API user, click the button Create User below the table.
  • Enter a username for the API user.
    • The other fields can be left empty.
  • In the listbox API user, select the value Yes.
  • Click Create.
  • The API user is created and in the column API User, the button Create Token appears.

Details

  • API users need a token to be able to configure the REST API.
  • The token is created via the button Create Token and can then be used for authentication.
  • The token can also be used for linking PLANTA pulse and PLANTA project (PLANTA Hybrid).

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.