| Table of Contents | ||||
|---|---|---|---|---|
|
Authentication
Every user logs in with a unique email address and password
...
Manage Teams
Whether you add or edit a team, you will see the team profile page
...
Add existing users
Existing users are also shown under Users. You can search by email address and add an existing user to the team by clicking on the + icon.
...
Invite new members
| Note |
|---|
Inviting new members creates a user account (role: member) and sends an invitation link to email addresses. |
You can add multiple email addresses at the same time. To move to the next email address, press:
Enter
Comma
Space
...
Multiple Email addresses
| Tip |
|---|
Email distribution listYou have different options to add multiple email addresses at once. |
...
Observer Teams
| Tip |
|---|
Observer TeamsTo add many users as observers for one or multiple ARTs, follow these steps:
|
If you want to provide read-only access to multiple users the best way to do so is creating an "observer-team"
Manage Users
...
...
Roles
There are the roles available in piplanning.io.
Admin
Has access to the RTE Cockpit
Manages the whole account
Manages PI sessions
Can add, edit, archive and delete teams, ARTs and Solution Trains
Can manage ALM connections
Has access to Billing and Settings
Can manage SSO (Premium and Enterprise plan only)
PI Admin
| Info |
|---|
A PI Admin must be part of a Team |
Has access to the RTE Cockpit
Manages the teams in his/her ART and Solution Trains
Can add new team members to the teams
Manages PI sessions where the Teams he/she is part of are participating
Team Member
Participates PI sessions where his/her Team/s are part of
Observer
Has read-only access to the PI sessions where his/her Team/s are part of
Create User
| Tip |
|---|
If you are creating new teams and directly want to add existing users or invite new team members, you can directly do that on the "Create Team" and "Edit Team" page. |
...
Add email address
Give a name (Optional)
Define a role
Edit User
...
You can
edit users email address (a link to set a new password will be sent out to the user)
change the name
change the role
plus you see all teams a user is assigned to.
Reset password / delete user
...
Reset password
...
Delete user
Delete a user account also removes a user from every team the user was member of.
...