Settings & Configurations
Users & Licenses
11 min
user management (available version 25 01) go to administration > user management to create or edit users you can assign licenses to each user and choose a user role for them user roles define what users can see and do in planeus change passwords you can change your own password under my planeus docid\ qhnhm7hklp0ujebimcuu0 if needed, an administrator can also update passwords for other users in users & licenses /#change passwords user roles in user management , you can set up user roles these roles let you decide what rights each user has in different modules, tabs, or specific functions in planeus when you set up user roles, you can decide what each user can do in planeus for every module or tab, you can choose these standard rights read – view data write – add or edit data delete – remove data export – export data (if available) moreover, you can give users specific rights for certain actions planning objects schedule order items without constraints workbench correct feedback entries or change the “completed” status workbench mark work steps as completed even if no feedback exists conflict radar confirm conflicts conflict radar confirm overdue work steps planning edit data inside the frozen zone of the schedule simulation write simulation results back into the live system in versions before 25 1 , some of these functions were available under the roles “expert” and the option “enable plan anyways ” starting with version 25 1 , planeus replaces those with the new user roles system, so you can manage these permissions more flexibly and precisely dashboard profile dashboard profiles are part of user management here, you can decide which dashboard docid\ n l2fmkenccnweihqmy6m can each user see users have to re login to see the new changes made to their dashboard profiles workbench users a workbench user can only see the following modules and licenses workbench workbench terminal workbench scan domain users domain user matters only for on premise version of planeus a domain user can log in with their windows username and password through single sign on (sso) this requires prior setup by your it administrator enable "plan anyway" "plan anyway" is by default enabled in planeus, here you can disable it you can find more details about this feature in scheduling docid\ zwyz5vawjtihsh7b 91zx external partner you can find more details about this feature in external partner docid njnrtqbqkunephksj5of languages planeus's publicly supported languages are as follows english german french spanish additional languages packs can be included by request location to learn more about how locations work in planeus, see other general functions docid 4sp0elqelxl8l3qddafjm licenses you can find licenses under administration licenses are assigned per user and module (or function) for the workbench terminal and planeus tv modules, licenses are assigned per device entering a new license key a license key can be obtained via the planeus team without a license key and an license assigned, a user will not be able to see the relevant functions in their planeus system to enter a new license key go to administration > licenses click the enter license key button at the top left after entering the key, you’ll see the number of available licenses for each module listed to assign licenses to users click on a module and open the details panel to assign users alternatively, go to user management and assign licenses directly in a user’s details panel