User Types

Overview

Learn about the three user types that PlanRadar offers and what they are used for.

This will help you choose the right user type when you create or invite users.

In-House Users

In-house users have no functional limitations compared to other user types. Their permissions on account and project level can be fully customised. In-house users require a paid license.

Account Owner

The account owner is a special kind of in-house user and initially the one who created the account by registering for the trial version. This user always has full permissions. To transfer these special permissions to another user, contact PlanRadar Support.

Subcontractors

The subcontractor user type is meant for those users that don't need to create tickets. Subcontractors don't require a paid license and are therefore free to use.

They only get tickets assigned to work on them and resolve them. Therefore they only see tickets that are assigned to them or to groups they belong to. They cannot set a ticket's status to Closed, but only to Resolved. Only in-house users can check all resolved tickets and close them if everything is done.

• The user and role permissions for subcontractors cannot be changed.

• In tickets subcontractors can:

  • Change status and progress.
  • Write comments.
  • Add general attachments.
  • Add and delete field attachments, if they have edit permissions for the respective field.

• In forms you can configure Field Permissions for subcontractors. You can:

  • Revoke their view permissions for any field.
  • Revoke their edit permissions for the status and progress fields and for custom attachment fields.
  • But you cannot grant edit permission for any other fields.

Watchers

The watcher user type is meant for those users that just want to see what is going on in a project and are not actively collaborating in the project. Therefore, they cannot make any changes. Watchers don't require a paid license and are therefore free to use.

• They can view all tickets and project data of the projects they are added to.
  • As an exception to the view-only rule, they can create ticket reports, because that is only exporting data they can see.
• The user, role and field permissions for watchers cannot be changed.
  • Their access to individual files and folders can still be restricted with File/Folder Access Control.

User Type Comparison