{"id":13171,"date":"2016-04-18T13:00:48","date_gmt":"2016-04-18T18:00:48","guid":{"rendered":"https:\/\/blog.planview.com\/?p=13171"},"modified":"2020-03-12T13:05:59","modified_gmt":"2020-03-12T18:05:59","slug":"faq-what-are-my-options-for-board-user-access","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/faq-what-are-my-options-for-board-user-access\/","title":{"rendered":"FAQ: What Are My Options For Board User Access?"},"content":{"rendered":"

\"\"<\/p>\n

My name is Ryan MacGillis and I\u2019m a Customer Support Specialist here at Planview AgilePlace. A lot of the questions we receive are from people who want to get the most out of Planview AgilePlace\u2019s features \u2014 that\u2019s where I come in. Periodically, I\u2019ll be blogging about\u00a0some of the most frequently asked questions I hear. Our first Planview AgilePlace FAQ explains how board user permissions work.<\/p>\n

Role-Based, Board-Level Security<\/h3>\n

Planview AgilePlace offers five levels of user permissions, allowing you to customize the level of access each user has for your boards. These users can be stakeholders, managers or members of another team that need visibility of the work on different boards. This role-based, board-level security is available with our Select, Advanced, and Enterprise Editions.\u00a0To access this feature, click on the Settings icon, then Board Settings and then Board User Access.<\/p>\n

\"Video:<\/i><\/a><\/div>\n

 <\/p>\n

Board User Access Roles<\/h3>\n
    \n
  1. No Access \u2013<\/strong>\u00a0If a user is marked as \u201cNo Access,\u201d they may not view or perform any operations associated with the board.<\/li>\n
  2. Reader \u2013<\/strong>\u00a0Readers can view information on the board but not update or modify any of the information. They cannot create, edit, or move cards, but they can subscribe to board, lane and card events.<\/li>\n
  3. User\u00a0<\/strong>\u2013 User access allows a user to create, edit, and move cards on a board. They cannot perform administrative operations on the board, such as changing the board layout or WIP limits.<\/li>\n
  4. Manager \u2013<\/strong>\u00a0A Manager has all the permissions of a user, plus the ability to perform administrative functions like changing the board layout or creating WIP limits.<\/li>\n
  5. Administrator \u2013<\/strong>\u00a0An Administrator has permission to perform all activities associated to the board, including board configuration, user administration, and typical user activities.<\/li>\n<\/ol>\n

    A User can be an Administrator for one board, but only a Reader for other boards. This is helpful when you have multiple users\/teams using the same Planview AgilePlace account. You can make sure that work is visible to everyone, but only certain team members can make changes on the boards.<\/p>\n

    You can also set the default user security level for each board in the Board User Access tab of the Board Settings window. This allows you to choose the level of access for new users that are added to the account. We generally recommend setting this to \u201cNo Access\u201d or \u201cReader\u201d because it also allows the Account Administrators and Board Administrators the ability to effectively manage the users for their boards.<\/p>\n

    More FAQs Coming Soon<\/h3>\n

    Check back regularly to learn more about how to make the most of Planview AgilePlace.<\/p>\n","protected":false},"excerpt":{"rendered":"

    My name is Ryan MacGillis and I\u2019m a Customer Support Specialist here at Planview AgilePlace. A lot of the questions we receive are from people who want to get the most out of Planview AgilePlace\u2019s features \u2014 that\u2019s where I come in. Periodically, I\u2019ll be blogging about\u00a0some of the most frequently asked questions I hear….<\/p>\n","protected":false},"author":179,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[511],"class_list":["post-13171","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"\nFAQ: What Are My Options For Board User Access? - Blog | Planview<\/title>\n<meta name=\"description\" content=\"I\u2019ll be blogging about\u00a0some of the most frequently asked questions I hear. 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