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 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.