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Planview Customer Success Center

Manage your user account and settings

My profile

Add information about yourself so that other people involved in the same workspaces know who you are and can contact you. Don't forget to add your picture! To see each other’s faces and to easily find contact information makes communication easier. This is especially important if you are in a distributed team and maybe haven’t met all other members in person.

Each individual member has to update their own personal details. The workspace administrator has no access to anyone's personal preferences.

To change your details: 

  1. Click your avatar/initials in the right corner of the top navigation bar. 
  2. Select Settings.
  3. Click My profile.
  4. Click Upload image to upload your picture. At the top of the page your initials are displayed in a colored box. Your initials will become your "profile picture" throughout Projectplace if you do not upload a picture of yourself.
  5. Add your contact information such as your address, organization, and other details.
  6. Click Save

User account

Click the User account tab in the white or second navigation bar. You will find information about email addresses, and may choose additional settings to personalize your Projectplace experience. You can also terminate your user account in the User account tab.

Email addresses

When you register, a Projectplace user account is created. Your user account allows you to be a member of one or several workspaces. Your email address identifies you in the system.

If you use more than one email address, you can add all of them to prevent that a second Projectplace account is created if someone invites you to workspaces using a different email address.

To add email address:

  1. Click your avatar/initials in the right corner of the top navigation bar.  
  2. Select Settings.
  3. Click User account.
  4. Enter your email address in the field Add another email address and click the plus icon.
  5. Click Save

Adding an Email Address to your PP Profile_blur.gif

Add an email address to your account

To change your email address:

  1. Add the new email address following the instructions above. 
  2. In the list of email addresses, select the new one as your primary email address. 
  3. Hover over the old email address and click the red x that appears, and then click Remove to delete the old email address. 
  4. Click Save

Before you can log in to Projectplace with a recently added email address, as a security measure you must verify the new address. Click on the link in the email you receive to validate your new email address.

Change the interface language

You can change the interface language to Danish, Dutch, English, French, German, Norwegian, Spanish, or Swedish.

To change the language to your preferred language: 

  1. Click your avatar/initials in the right corner of the top navigation bar. 
  2. Select Settings.
  3. Click User account.
  4. Select your preferred language in the Change language dropdown. 
  5. Click Save. The page is reloaded and the language immediately changes.

Date and time formats

By default, date and time formats are decided by your language setting. You may select an option to list dates and time in the U.S. format.

Display names as

If you want the last name of other workspace members to be displayed before the first name, select the Last name, first name option.

Daily reminder email

The daily reminder email is an email you get each morning listing cards and personal tasks that you have prioritized for today. If you do not want to receive these emails, select the Daily reminder email disabled option. 

Terminate your user account

If you no longer want to use Projectplace you can delete your user account. You will be removed from any workspace you are a member of.

You must delete all workspaces and templates you have created, or transfer the ownership of these to someone else, before you can terminate your account.

How do I change head administrator?
How do I change owner of a template?

To delete your user account:

  1. Click your avatar/initials in the right corner of the top navigation bar.  
  2. Select Settings.
  3. Click User account.
  4. Click Terminate account.

Security

Configure security aspects of your user account such as password, and two-step verification.

You may have to login as a security measure to access the different options described below.  

Change password

You can change your password at any time.

  1. Click your avatar/initials in the right corner of the top navigation bar.
  2. Select Settings.
  3. Click Security.
  4. Enter your new password twice and click Save.

You may have to login again as a security measure.

Set up two-step verification

It's easier than you think for someone to steal your password. Any of these common actions could put you at risk of having your password stolen:

  • Using the same password on more than one site.
  • Downloading software from the Internet.
  • Clicking on links in email messages.

Two-step verification can help reduce the changes of a security breach if or when your password is used by someone other than you.

To set up two-step verification:

  1. Click your avatar/initials in the right corner of the top navigation bar.
  2. Select Settings.
  3. Click Security

You may have to login again as a security measure.

  1. Click the link Enable two-step verification (Once it has been activated, there is a link to Disable two-step verification instead.)

When two-step verification is activated you will need an app password to use Projectplace for iOS, and the Projectplace for Windows or Mac documents apps. Don't worry, you will have to do this only once for each device or app. No app password is needed for Projectplace for Android.

Log in using two-step verification

There will be an additional step when you log in to Projectplace using two-step verification.

To log in using two-step verification: 

  1. Enter your username and password as usual. 
  2. Mark the checkbox Keep me logged in - then you will only rarely have to go through the two-step process.
  3. Wait for a security code to be sent to your phone as a text message.
  4. Enter the security code and login.

App passwords

If you have enabled two-step verification, or if you use single sign-on, you will have to create a special app password to be able to use Projectplace for iOS, and the document apps Projectplace for Windows or Mac. No app password is needed for Projectplace for Android.

To create an app password: 

  1. Log into Projectplace using your web browser.
  2. Click your avatar/initials in the right corner of the top navigation bar. 
  3. Select Settings.
  4. Click Security. 

You may have to login again as a security measure.

  1. In the App passwords section, click Create code.
  2. Copy the generated code and paste it at the login prompt in your app.

Notifications  (Projectplace Enterprise)

You can decide from what workspaces to receive email notifications.

To change notifications settings: 

  1. Click your avatar/initials in the right corner of the top navigation bar. 
  2. Select Settings.
  3. Click Notifications.
  4. Choose what notifications you want for each respective workspace:
  • Conversations. Select to get email notifications when new comments are added to conversations that you have started or have been a part of, when someone mentions a group you are a member of, or when a conversation includes All members. Deselect to only receive notifications from within Projectplace.

Note! You will always get an email if someone mentions you. 

  • Daily report. Get an activity report on what has occurred during the last 24 hours in the workspace.
  • Weekly report. Get an update on the overall status for work in the workspace, and information about total estimated and reported time. The update also includes next upcoming milestones, warnings for overdue milestones, and activities, as well as a list of recently changed documents.
  1. Click Save to save your change. 

To define what events to be included in the daily reports:

  1. Click Edit.
  2. Select events you want to be included:
    • Created: Every event that results in the creation of something new, for example, added or removed documents or folders. 
    • Moved: Every event that has resulted in something being moved to or within Documents.
    • Changed: Every event that has resulted in something being revised or amended.
    • Read: Every time anyone opens or retrieves a document, it is recorded here. 

In the User account tab, you can also enable or disable the daily reminder email that reminds you of your prioritized cards and personal tasks.

Calendar feed

Set up the calendar feed

Subscribe to a calendar feed with important dates in your Projectplace workspaces to display them in your calendar. MS Outlook, OSX calendar, Google calendar, and all other calendar applications that support the iCalendar format are supported.

The feed includes events that have occurred within the past two weeks. When events are done they are removed from the calendar feed. Activities are removed when the associated cards are done and/or when activity end date has passed.

To set up the calendar feed: 

  1. Click your avatar/initials in the right corner of the top navigation bar.
  2. Select Settings.
  3. Click Calendar feed.
  4. Click checkbox Enable and adapt your calendar feed
  5. Copy the displayed link. 
  6. Do the following for each calendar you use:
    • MS Outlook on Windows
      1. Go to Microsoft Outlook
      2. Go to Account Settings from the File menu.
      3. Select the Internet Calendars tab. 
      4. Click New.
      5. Paste the link from Projectplace and click Add
    • OSX Calendar
      1. Select New Calendar Subscription from the File menu.
      2. Paste the link for Projectplace Calendar Feed in the Calendar URL field.
      3. Click Subscribe.
    • MS Outlook on Mac
      1. Login to Outlook Web Access
      2. Go to Calendar.
      3. Right-click My Calendars, then left-click Add Calendars 
      4. Supply the URL to the Calendar feed.
      5. Outlook for Mac will sync the calendar automatically.
    • Google Calendar
      1. In the Google calendar interface, click the drop-down menu next to Other Calendars.
      2. Select Add by URL from the menu. 
      3. Paste the link for the Projectplace Calendar Feed in the input field.
      4. Click Add calendar.

Customize what's shown in the calendar feed

To select what to show in the calendar feed: 

  1. In the Customize what's shown in the calendar feed, choose the events you want to display and for which workspaces:  
    • Boards. Cards that are assigned to you and includes a due date.  
    • Documents. Due dates for document reviews you participate in or have initiated (only for Projectplace Enterprise).
    • Plan. End date for activities and milestone. 
  2. Click Save

Apps

All apps you have accepted that can use your Projectplace account are listed here. It can be apps created by Projectplace or third party developers.

For apps that you no longer use, you can remove the connection to Projectplace.

To revoke access to apps: 

  1. Click your avatar/initials in the right corner of the top navigation bar.
  2. Select Apps.
  3. Hover over the app you want to remove from your Projectplace account and click on red x that appears, and then click Revoke access

 


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