User Permissions FAQ

Administrators can create new users under System Settings > ADMINISTRATE > Users > New > User.

For Planforge Cloud, please note that you don’t need to enter the site name (e.g. @test.at) when creating new users. The site name is only required when logging into Planforge.

1. As an administrator, go to System Settings > ADMINISTRATE > Users.
2. Double click the Administrator user.
3. In the dialog that opens you can change the Administrator user’s details.

Most likely you do not have manager permissions on the object in question, e.g. on the portfolio or team. Administrator users can give you the required permissions on the object by adding you to the Manager section in the properties of the object.

Most likely you do not have manager permissions on the resources. In this case you can either ask a system user for these permissions or alternatively, you can use the workflow Resource Assignment Approval (needs to be activated in the system settings of Planforge). You can request a resource via this workflow. Users with managing permissions on this resource can approve or deny this request afterwards in the tab My To-Dos.

• System Users have administrator access to all objects and are able to edit all fields by default.
• Managers own information, e.g. only the managers of resources are allowed to assign them to a project and only project managers are allowed to edit and control the project plan.
• Contributors can contribute to information, e.g. they can track time and costs for their assigned activities, add comments and to-dos, but they do not own the objects.
• External Contributors have the same rights as contributors, but system users can set the visibility for this access level separately.
• Time Tracking Users only have access to the tool group MY WORK
• Observers can only view information, but they are not allowed to change it
• Customers are similar to Observers, but this access level allows to give restricted access to customer users for their projects.
• External Users cannot sign on into Planforge and are used for connector options like the Jira Connector Option.

Administrators can change the sender address under System Settings > ADMINISTRATE > Settings > Notification > Notification sender e-mail.

Users displayed in grey are either project contributors or a project manager of the project. By adding project contributors to the project team, they automatically own permissions on the project that are shown in grey in the Permissions tab.

A likely reason for this is that your user is not linked to a resource. You can link your resource to your user by opening the resource properties and simply setting the Linked User to your user.

This is likely because the resources have not yet been added to the project team. To assign them, in the project go to Properties > Project Charter > Project Team.

Most likely you do not have manager permissions on the resources. In this case, you can either ask a system user for these permissions or alternatively, you can use the Resource Assignment Approval workflow (needs to be activated in the system settings of Planforge). You can request a resource via this workflow. Users with managing permissions on this resource can approve or deny this request afterwards in the tab My To-Dos.

The tool group CUSTOMERS is hidden by default. Users with the access level System can make them visible by enabling the corresponding checkbox for managers in the system settings under CUSTOMIZE > Tools. Afterwards managers are able to see this tool group and can create new customers there.

Administrators can change which tabs are visible based on permissions under System Settings > CUSTOMIZE > Tools.