Digital.ai Agility

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

See instructions on how to create a new user in Digital.ai.

List of minimal user permissions:

• User should be given the 'Observer' role.
• User should be assigned as a 'Project Member' to any project created that the user will need to access.

Connecting to the Digital.ai Agility Repository

Standard Authentication

Required Fields:

• Location/Connection URL 
  • Example Format: http://myversionone.com/versionone
• Username 
• Password
  • If you are using Access Token Authentication, fill out your username and then enter your access token in the Access Token field, but do not enter a Password.
  • Otherwise, enter your username and password and leave the Access Token field blank. If you are using NTLM (Windows Integrated Authentication), enter your NTLM username in the format domain\username.

Default Blocklist

The following fields are blocklisted by default. They are excluded from their respective artifact schemas and will not be mappable. 

Please contact customer care if you'd like to unblock certain fields.

Supported Work Items

Supported Containers