Planview AgilePlace

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 AgilePlace help documentation on how to create a custom user in your repository. 

Create a AgilePlace user account to be used by Viz and ensure that:

• User must be an account administrator.
• Users should be added to the list of users of a board (Board Settings > Board User Access).

Connecting to the Planview AgilePlace Repository

Standard Authentication

Required Fields:

• URL
  • Example Format: https://server.leankit.io/
• Username
• Password

Optional Fields:

• Use Card Type as Artifact Type (Deprecated): This setting defines how card types are differentiated.
  • Enable this setting to expose card types as different artifacts (legacy behavior, deprecated).
  • If disabled (default), there will be only one artifact type ('Card') available, and card types will be exposed via a separate field.
• Enable Proxy Settings

API Token Authentication

Required Fields:

• URL
  • Example Format: https://server.leankit.io/
• API Token 

Optional Fields:

• Use Card Type as Artifact Type (Deprecated): This setting defines how card types are differentiated.
  • Enable this setting to expose card types as different artifacts (legacy behavior, deprecated).
  • If disabled (default), there will be only one artifact type ('Card') available, and card types will be exposed via a separate field.
• Enable Proxy Settings

OAuth 2.0 Client Credentials Proxy Authentication

This authentication method enables secure, token-based access via a proxy, using client credentials.

Note: AgilePlace does not currently support OAuth 2.0 Client Credentials authentication. As a result, the AgilePlace connector does not allow connecting directly with the AgilePlace repository using the OAuth 2.0 Client Credentials authentication method. 

Supported Work Items

Supported Containers