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🇯🇵 Planioのwebサイトは日本語にも対応しています。日本語での表示がお好みですか? 日本語に切り替え!
Customizing & Flexibility

Controlling the Who and What

Welcome to a world of 100% control over system accessibility via the use of roles & permissions, including a workflow management system!

Try it out and see for yourself!

Planio’s Roles and Permissions structure features a 100% configurable system that gives you complete control over system access. Roles can easily be defined and then brought to life via an easy-to-use Permissions assignment interface. You could opt for broad-based roles that encompass a majority of Planio’s features or you may prefer focused roles tied to feature-specific functionality.

A Role-based Approach

Planio helps you to manage how employees use the app based on their requirements — afterall, no two users are alike… a Developer has a much different set of needs compared to a Manager. This is accomplished via Roles, a free-form structure that enables you to define who is using Planio and then, via Permissions, define how they use the app. Of course, if such flexibility isn’t immediately needed, you can always opt to use our awesome default roles!

Managing roles
Managing roles

Managing System Access

After you’ve established who is using Planio (Roles), you can specify what types of functionality they can access (Permissions). The Permissions interface is organized according to features, such as Projects, Issue tracking, and Forums. This flexibility gives you the option to implement either a broad-based structure (e.g., a handful of roles with many permissions), a more narrowly-defined structure (e.g., multiple roles with specific functional access), or perhaps a combination of both.

Fine-grained permission options
Fine-grained permission options

Comprehensive Authentication

Planio offers a series of categorizations that empower you to control which specific users, or groups of users, can access project functionality based on role. Planio accounts can have multiple user accounts and every user is assigned their own password. Users can also be organized into groups, both of which can then be assigned to projects using roles. Roles, permissions, users, and groups work in harmony to give you control over how you’d like to manage access to your project infrastructure.

Assigning roles to users within a project
Assigning roles to users within a project

Intelligent Accessibility

Planio’s workflow structure provides access to status modifications for selected trackers based on role. This means that you can manage access to your issue workflow process based on the type of users (roles) in your organization. For example, when recording a system error, a Support Specialist may only be allowed to change an issue’s status from “Need more info” to “In progress”. For further refinement, you could specify that such a change is only allowed for issues with the “Error” tracker.

Defining a workflow
Defining a workflow

Intuitive System Access Control

  • Role-based: Define what type of users can use your Planio environment.
  • Permissions: Specify detailed permissions outlining how users can operate the Planio system.
  • Authentication: Control which users, or user groups, can access project features based on role.
  • Workflow: Manage access to issue workflow based on the types of users in your organization.
  • Flexibility: Create roles & permissions sets or use our pre-defined system defaults.
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