Authentication

Every user logs in with a unique email address and password

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 16.29.37.png

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 16.31.33.png

Manage Teams

Whether you add or edit a team, you will see the team profile page

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 14.49.21.png

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.

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 16.37.20.png

Invite new members

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

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 14.48.42.png

Multiple Email addresses

Email distribution list

You have different options to add multiple email addresses at once.

piplanning.io Documentation > User Management > Screenshot 2021-02-14 at 19.24.34.png

Observer Teams

To add many users as observers for one or multiple ARTs, follow these steps:

Create all your users which need read-only access with the role "observer"
Create a team called "observer team" or similar
Add all observer users to that team
Add your "observer team" to all PI sessions where they need read-only access as Attending Teams (without Board / Swimlane) → Add Teams to Session

If you want to provide read-only access to multiple users the best way to do so is creating an "observer-team"

Manage Users

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 17.41.29.png

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

A PI Admin must be part of a Team

Has access to the RTE Cockpit
Can see Teams, ARTs and Solution Trains he/she belongs to
Can manage Teams in an ART and ARTs in a Solution Train (can’t add new teams, ARTs or Solution Trains which must be done by and Admin)
Can add/remove team members on a Team
Can add new PI sessions adding the ARTs or Solution Trains he/she belongs to
Can manage 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

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.

piplanning.io Documentation > User Management > Screenshot 2023-05-11 at 12.01.26.png

Add email address
Give a name (Optional)
Define a role

Edit User

piplanning.io Documentation > User Management > Screenshot 2023-05-11 at 12.10.47.png

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

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 17.48.59.png

Reset password

piplanning.io Documentation > User Management > Screenshot 2020-11-23 at 19.29.45.png

Delete user

Delete a user account also removes a user from every team the user was member of.