Permissions in PLANTA pulse

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 panel Administration by other users with global admin rights.

Assign global admin rights

• Open the panel Administration tab User menu item User(s).
• In the row of the user, click on Edit on the right.
• In the field Admin, select the option Yes.
• Click Save.

Remove global admin rights

• Open the panel Administration tab User menu item User(s).
• In the row of the user, click on Edit on the right.
• In the field Admin, 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.

See also: User management in the panel Administration

Project Permissions

Information

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

Permission	Description
Admin	Members with this permission are called project admins. They can manage the settings of the project, edit project permission groups and create new boards within the project.
Normal	Members with this permission can view the project in their project list, but they cannot perform any changes within the project or create boards.
Comment-Only	Members with this permission can view the project in their project list, but they cannot perform any changes within the project or create boards.

Details

• 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 also receive the according board permissions on the boards of the project.

See also: Details on projects

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.

Show overview of the individual board rights Hide overview of the individual board rights

Action	Admin	Normal	Comment Only
Change and save board view	X	-	-
Change board design	X	-	-
Create custom fields	X	-	-
Add custom fields to cards	X	-	-
Create iCalendar Feed	X	-	-
Copy board	X	X	-
Export board	X	-	-
Archive board	X	-	-
Delete board	X	-	-
Access board archive and restore elements	X	X	X
Configure chat channel	X	-	-
Hide/Display card keys	X	-	-
Manage members	X	-	-
Add members to cards	X	X	-
Edit labels	X	-	-
Add labels to cards	X	X	-
Create lists	X	X	-
Copy lists	X	X	-
Move lists on board	X	X	-
Move lists off board	X	-	-
Archive lists	X	X	-
Copy lists	X	X	-
Edit WIP limit	X	-	-
Create cards	X	X	-
Edit card contents	X	X	-
Write comments	X	X	X
Copy cards	X	X	-
Move cards on board	X	X	-
Move cards off board	X	-	-
Archive cards	X	X	-
Delete cards	X	X	-

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

Change board permission

• 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 permission is ticked.

See also: Details on boards

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 option Board Restrictions needs to be activated in the panel Administration.

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 panel Time Recording.
    • The menu item is hidden for external users.