Skip to main content
Planview Customer Success Center

Set User and Team Board Roles and Access

In AgilePlace, users and teams can be assigned permissions to perform actions on a board based on the board role that they are assigned for that board.

Board Member Roles

           

NOTE

For a full breakdown of board roles and permssions please see the Roles/Permission Matrix at the bottom of this article.

           

Reader - may view information on the board and create cards via email and Quick Create, but they may not update or modify any of the information and may not edit or move cards. Readers are able to subscribe to board, lane and card events. Readers can also view board reports.

User - may view the board, create, edit, and move cards, but they may not perform management or administrative operations on the board, such as changing the board layout or WIP limits.

Manager - in addition to the rights of a board “User”, Managers may perform management operations such as changing the board layout, configuring WIP limits, and administering users. 

Administrator - has permissions to perform all activities associated to the board. In addition to the rights of a board "Manager", Admins can administer card types, custom icons, card scoring templates, and tags.

 

TIP

The Board Administrator role is not the same as the Account Administrator role. Board Administrators are only administrators at the board level. Account Administrators are able to create, edit, and delete boards and create, enable, disable, and edit users (including making other users Account Administrators). They can also configure certain security settings and export usage and access reports.

Account Administrators have access to all boards in the Account, regardless of the access they are assigned on individual boards. There is always at least one user assigned as an Account Administrator in a Planview AgilePlace account, and more can be assigned at any time.

           

Add Users and Teams to Your Board

To assign board access and roles for multiple users and teams on a board, click AddIndividualUsersOrTeams.png 

           

SelectUsers.png

           

From the Team members dropdown, select the users you want to assign to a board. From the Board Role dropdown, select their role. Click Add.      

Change Board User And Team Access

From within a board, click Kebab.png in the upper-right corner of the board and select Board Settings.

In the Board Settings window, click the Members tab. This provides a list of all the users and teams with access to the board and the roles that they currently hold on that board. Here you see a list of all users and teams with access to the board, with their Names, Roles, Email, and # of users in Team.

           

CHANGE.png

           

To change a user's or team's board access, click the Board Role dropdown DownArrow.png of the user or team you want to edit. From the dropdown select the Board Role you would like to assign this user or team.

           

ChangeUserBoardAccess Permissions.png

           

Remove a User or Team From a Board

From within a board, click Kebab.png in the upper-right corner of the board and select Board Settings.

In the Board Settings window, click the Members tab. This provides a list of all the users and teams with access to the board and the roles that they currently hold on that board. To remove a user or team from the board, click on the three dot menu next to the user or team that you wish to remove, then select Delete Member.

           

CHANGE.png

           

Role/Permission Matrix

The following table outlines the operations that each role can perform: 

           

Click to expand or shrink