In vPlan, you can assign users four different roles: Administrator, Planner, Worker and Guest. Users with these different roles have different permissions in vPlan. In this article, you'll read what each user can do.
Administrator
The administrator has all rights within vPlan. In addition to all planning functions, the administrator can also modify the configuration of boards, add planning boards, create resources, add users, and change subscription details.
Planner
The planner has full rights within the planning itself. The planner can plan orders, move orders, assign orders to resources, adjust employees' hours, start or mark orders as completed, and modify the due date. The planner does not have the rights to modify the configuration of vPlan.
Worker
The worker does not have planning rights in vPlan but can view and execute the planning. Within a card, the worker can modify certain details, such as status and custom fields. Furthermore, the employee can log time, provide feedback, and follow a card.
Guest
A user with a guest role has only viewing rights in the planning. In addition to viewing the planning, a guest can provide feedback and follow a card.
Settings
| Administrator | Planner | Worker | Guest |
Subscription |
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1. Enter subscription | ❌ | ❌ | ❌ | |
2. Modify subscription/payment method | ❌ | ❌ | ❌ | |
Developers |
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1. Create API key | ❌ | ❌ | ❌ | |
2. Create webhooks | ❌ | ❌ | ❌ | |
Integrations |
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1. Connect integration | ❌ | ❌ | ❌ | |
2. Modify integration/synchronize | ❌ | ❌ | ❌ | |
Activities |
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1. Create activities | ❌ | ❌ | ❌ | |
2. Edit or delete activity | ❌ | ❌ | ❌ | |
Resources |
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1. Create groups | ❌ | ❌ | ❌ | |
2. Edit groups | ❌ | ❌ | ❌ | |
3. Create resources | ❌ | ❌ | ❌ | |
4. Edit resources | ❌ | ❌ | ❌ | |
5. Add or remove leave | ❌ | ❌ | ||
6. Modify leave | ❌ | ❌ | ||
Boards |
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1. Create board | ❌ | ❌ | ❌ | |
2. Modify board | ❌ | ❌ | ❌ | |
Users |
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1. Create users | ❌ | ❌ | ❌ | |
2. Modify users | ❌ | ❌ | ❌ | |
General |
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1. Modify preferences | ||||
2. Remove storage | ❌ | ❌ | ||
3. Grant support access | ❌ | ❌ | ❌ |
Board
| Administrator | Planner | Worker | Guest |
Views |
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1. List | ||||
2. Kanban | ||||
3. Calendar | ||||
4. Timeline | ||||
5. Backlog | ❌ | ❌ | ||
6. Analytics | ❌ | ❌ | ||
7. Browse | ❌ | |||
Personal preferences |
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1. Preferences (eye-icon) | ||||
2. Filters | ||||
Other |
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1. Enable/disable days | ❌ | ❌ | ||
2. Adjust resource hours | ❌ | ❌ | ||
3. Move or duplicate resource | ❌ | ❌ |
Collectie
| Administrator | Planner | Worker | Guest |
Card options |
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1. Create cards | ❌ | ❌ | ||
2. Move cards | ❌ | ❌ | ||
3. Open cards | ❌ | ❌ | ||
4. Edit title | ❌ | ❌ | ||
5. Edit description | ❌ | ❌ | ||
6. Adjust status | ❌ | |||
7. Adjust start/end date | ❌ | ❌ | ||
8. Adjust/remove due date | ❌ | ❌ | ||
9. Adjust activities | ❌ | ❌ | ||
10. Add/remove resources | ❌ | ❌ | ||
11. Add/remove labels | ❌ | ❌ | ||
12. Follow card | ❌ | |||
13. Add attachment | ❌ | |||
14. Delete attachment | ❌ | |||
15. Post/edit comment | ||||
Lightning symbol actions |
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1. Split card | ❌ | ❌ | ||
2. Duplicate card | ❌ | ❌ | ||
3. Lock/unlock card | ❌ | ❌ | ||
4. Choose cover | ❌ | ❌ | ||
5. Delete card(s) | ❌ | ❌ | ||
6. Move to backlog | ❌ | ❌ | ||
Time tracking |
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1. Track time | ❌ | |||
2. Edit own tracked time | ❌ | |||
3. Edit other users's tracked time | ❌ | ❌ | ❌ | |
4. Adjust time track status | ❌ | |||
Checklist |
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1. Add checklist | ❌ | |||
2. Check off items on checklist | ❌ | |||
3. Add/edit item | ❌ | |||
4. Delete item | ❌ | |||
5. Delete checklist | ❌ | |||
Custom fields |
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1. Fill in custom fields | ❌ |