Permissions

Information

• This topic provides an overview of the various permissions in PLANTA pulse.

Global Admin Rights

Information

• Global admins can configure the general PLANTA pulse settings and create new projects.
• If there are no users in the system yet, the first user to be registered will automatically receive global admin rights.
• The global admin rights can be edited in the Administration panel by other users with global admin rights.

Assign global admin rights

• Switch to the Administration panel → Users tab → Users menu item.
• In the row of the user, click on Edit on the right.
• In the Admin field, select the option Yes.
• Click Save.

Remove global admin rights

• Switch to the Administration panel → Users tab → Users menu item.
• In the row of the user, click on Edit on the right.
• In the Admin field, select the option No.
• Click Save.
• Admin rights can only be removed by another global admin. It is not possible to remove your own admin rights.

Project Permissions

Information

• There are three different project permissions: Admin, Normal and Comment-Only.

Details

• The members of a project and their permissions can be edited in the Members tab of the Projects panel.
• The permissions of a project member can be edited by adding the member to a project permission group with the according permission.
• The members of the project will receive the same Board Permissions on the boards.

Board Permissions

Information

• There are three different board permissions: Admin, Normal and Comment-Only.

Permission	Label on the avatar	Example	Description
Admin	A		Members with this permission are called board admins. They can view and edit cards, manage members, change their permissions and change board settings.
Normal	None		Members with this permission can view and edit cards, but they cannot change board settings.
Comment Only	C		Members with this permission can view cards and write comments.

Details

• The creator of the board receives the "admin" permission for the board automatically.
• There always needs to be at least one board admin per board. For this reason, the last board admin cannot leave the board without giving the “admin” permission to another board member first.

Notes

• Global admins can also configure board admins in the Administration panel.
• When a board is created within a project in the Projects panel, the permissions of the project permisson groups are applied on the board as well.

Change board permission

• Open board → If needed, expand sidebar via
• In the sidebar, click on the avatar of the member.
• Click on the option Change Permission.
• Select the permission by clicking on the entry in the dialog box.
• The selected permission is ticked.

Permissions of External Users

Information

• In PLANTA pulse, it is possible to restrict the permissions of external users.
• To do so, an internal domain needs to be defined and the Board Restrictions option needs to be activated in the Administration panel.

Details

• When the restrictions for external users are activated, they cannot:
  • access boards other than those for which they have explicit access rights, since they were invited onto them
  • view public boards
  • join public boards
  • create new boards and
  • record hours worked on cards or in the Time Recording panel.
    • The menu item is hidden for external users.

• Page:
  Board Permissions (PLANTA pulse)

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• Page:
  Project Permissions (PLANTA pulse)

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