User Overview
In the RTE Cockpit > User page, Admins have the ability to perform the following actions:
Create new Users**
Edit Users (Email, Full Name, Role)
Search for Users
Action: Password Resets* and Delete
*** IMPORTANT ***
*Password Reset action is only possible, by an Admin, when SSO is NOT enabled.
**When SSO is enabled; User creation, authentication, and actions like Password Resets are delegated and handled by the Identity Provider (IdP). Please refer to articles on SSO User Management here.
RTE Cockpit > Users page is accessible to Admins only.
Prerequisites for Users to access PI Sessions
To access a PI Session, the following two criteria must be true:
A User must be a Member of a Team
The Team must be part of the PI Session
Roles
There are four User defined Roles in piplanning.io that determine a users permissions and the actions they are authorized to perform. These Roles are:
Admin
PI Admin
Member
Observer
Admin
In addition to all the actions of the other roles below, the Admin also has comprehensive access and management rights to manage the following: ALM Connections, Billing, Settings, and access to manage SSO on Premium and Enterprise plans.
PI Admin
This role is designed for RTEs or Team Coaches with limited management access to manage the ART and Teams (Organization nodes) and PI Sessions. A User with the PI Admin Role must be assigned as the ART or Solution Train Admin.
Important: Users in the role of a PI Admin must be added as the ART Admin or Solution Train Admin. Please check out the PI Admin role article for detailed guidance.
Member
Active participant or Team Member in a Team, that can participate in any PI Session that the Team is associated with.
Observer
A User with the Role of Observer has read-only access in a PI Sessions. The User with the Observer Role must still be a part of a Team that is associated with the PI Session.
This Role is designed for external stakeholders who benefit from the information communicated during PI events but do not actively participate in the Teams on each ART.
TIP: To efficiently grant multiple stakeholders outside the ART or Solution Trains access to participate in PI Sessions, we recommend creating an Observer Team (RTE Cockpit > Organization > Teams). This is by design and it requires a Team license. Instructions on how to implement this are below:
Create a Team (RTE Cockpit > Organization > Teams) named Stakeholders, or use a different value for the name but ensure this Team has a recognizable or intuitive Name to indicate these are Users outside the ARTs).
Add Users with the Observer Role to this new Observer Team. Tip: Do NOT link this new Team to an ART. Keep this Team as a floating Team with no ART association.
Add this new Observer Team into all relevant PI Sessions, because they can then attend the PI session, and participate when that 'Stakeholder' Team is added to the PI Session.
Managing Users Natively in piplanning.io*
*The following instructions apply to piplanning.io when SSO is NOT enabled
Inviting new Users to piplanning.io
Create new User
Click the button Create new User
Enter Email Address
Provide the Full Name of the User
Select a radio button for the appropriate Role
Click Save
Create User page in RTE Cockpit > Users.
Note: Only available when SSO is NOT enabled.
Edit Users
Click the Edit button
Update Name and/or Role
See the team/s this user belongs to
Edit User page: edit the Email, Full Name, and Role.
Read Only field: Member of Teams.
Change Password*
Click the Action button
Click Change password
Type in new password and confirm
Share the new password with the user
*Change password popup is ONLY available when SSO is NOT enabled.
If SSO is enabled, the Identify Provider (IdP) manages User passwords resets.
Delete User
Click the Action button
Click Delete
Confirm Deletion
Delete this user popup modal.
Deleting a User will remove them from all associated Team assignments.
User Onboarding: Direct URL for User registration
On the User page you find a direct link to your specific piplanning.io Company Instance (see image below). TIP: This direct URL is especially useful in case you have Single Sign-On (SSO) in place.
Place this URL on an intranet page or in email communication to Users that will be participating in a PI Session.
Direct URL link to share with Users in your company so they can login to piplanning.io directly.
TIP: User Onboarding via Admin or PI Admins (RTEs): A great way to add new users, especially when you're setting up new Teams, is to directly invite new users on the Team management page.
N.B. Keep in mind you may need to update the Users Role afterwards only if their Role will not be the default Team Member Role.
Only Admins can update a Users Role.
PI Admins and Admins can invite new users to the Team.
Single Sign-On (SSO) for Authentication, On/Off Boarding Users
Single Sign-On (SSO): For stricter governance and compliance around User authentication please use SSO.
Using SSO also make the Users Onboarding and Off-boarding tasks easier for all corporate applications.
piplanning.io supports the SAML and OIDC protocols for SSO. Connect your Identity Provider (IdP) using either of these protocols and take advantage of the SSO option.
Note: SSO is only available on the Premium or Enterprise plans.