Users & Groups

Overview

Learn about users in PlanRadar, what a group is and what you can do with them.

Users & User Types

There are three types of users. In-house users have no limitations and therefore need a license. Sub-contractors and watchers are for free and therefore come with predefined limitations.

Sub-contractors can only see tickets that are assigned to them and have other restrictions. Read more in User Types.

You need a user to login to a PlanRadar account. Users can be created or invited.

Read more in Login to PlanRadar.

(... in Invite Users and in Create & Manage Users. not yet done)

In-house users can have specific permission to fit your business needs. With user permissions you define which features they can access. With role permissions for each project you define what they can do in each feature and which ticket fields they can see or edit.

Read more in Permissions.

Groups

Groups are useful if you work with sub-contractors who have multiple contact persons.

Tickets can get assigned to a user, but they cannot have multiple assignees.
If you want to assign a ticket to multiple users, you can use a group.
Each group has a group leader which acts as the assignee.

By assigning a ticket to a group leader all the members of the group will also see the ticket, even if they are sub-contractors.

Groups are created for the whole account and then need to be assigned to the projects where they are needed. When assigning a group to a project, all the group members get added to the project automatically.

(Read more in Create & Manage Groups and in Manage User-Groups of a Project. not yet done)