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User roles and permissions

planr offers the following permission levels:

LevelPermissionWhoDevice / Usage
1Read-onlye.g., employeesMobile View preferred (phone); web possible (read)
2Read and writee.g., project leadsWeb and Mobile View (read/write)
3- Read and write
- Settings such as working hours and vacations
- Other company-specific settings
Management, SecretariatWeb only
4*For corporate groups: all level-3 rights
across all group companies
IT / application owners
(Enterprise)
Web only

*If a person is responsible for multiple group companies and has access to each, they can switch between companies or display both at the same time, e.g., to view group-wide utilization.

User management

Login and user management (SaaS)

For smaller customers (SaaS), sign-in via Microsoft Active Directory is possible. In short: you can use your existing Microsoft login to sign in to planr.

  • No personal email address? No problem: on request we create an adgodeto.ch email address.
  • User management by us: if a new person needs access or a permission level must change, tell us – we set it up.

Switch companies in the UI

Switch company
Switch company in the user interface

For Enterprise customers, we recommend an Active Directory connection so user management stays centralized in your IT:

info

Benefits: Single Sign-On with your Microsoft account, centralized role and permission management, smooth onboarding and offboarding.