Placker use / role rights

This article explains in detail how the rights of the users that can be set on the subscription, organization and board level, influence the actions the user can take in Placker.

Subscription roles

Role types

The table below lists the different role types that are available on the subscription level to be set. When the subscription is a trial subscription, all users have ‘lead’ rights.

Role type

Subscription

Board overview

Board rights

Billing

Not counted as an active member

Can manage the subscription / billing information of the subscription.

Cannot access the board overview for this subscription.

Cannot access any of the board data for this subscription.

Lead

Counted as an active member

Can manage the subscription / billing information of the subscription.

Can access the board overview and create new organisations / boards on the board overview.

Can access the board data for boards that the user is a member on. Board role settings will apply.

Member

Counted as an active member

Cannot manage the subscription / billing information on the subscription.

Can access the board overview and take action depending on the subscription settings for the board overview.

Can access the board data for boards that the user is a member on. Board role settings will apply.

View only

Counted as an active member

Cannot manage the subscription.

Can access the board overview for the boards that the member is assigned on. Cannot take any action on the board overview other than loading boards.

Can access the board data only in view only mode. (regardless of board role, user will only be able to

Pending

Not counted as an active member

Cannot manage the subscription.

Cannot access the board overview for this subscription.

Cannot access any of the board data for this subscription.

Blocked

Not counted as an active member

Cannot manage the subscription.

Cannot access board overview for this subscription.

Cannot access any of the board data for this subscription.

Note: pending members need to be added to the subscription by a user who is either a billing or lead user in the subscription.

Subscription settings

The following settings are available on a subscription level:

  • Limit creating new organisations, when enabled only subscription leads can create new organizations.

  • Limit exporting boards to Trello, when enabled, only subscription leads can create new organizations.

  • (new - MS Planner release) Trello, when enabled Trello is available for users in this subscription.

  • (new - MS Planner release) MS Planner, when enabled, MS Planner is available for users in this subscription.

Organization roles

Role types

The subscription role does not influence the organization role.

Role type

Board overview

Lead

Can add members and delete the organization, can add, import or move boards into the organization.

Member

Can add / import or move boards into the organization.

Non member

Can only add / import / move boards into the organization when this is not disabled in the organization settings.

Joining the organization

Members need to be added by a lead of the organization. Board members do not automatically become organization members when they become a member of the board. When a member is a board member, the member can always see the organization that the board is a part of.

Organization settings

  • Only organization members can add/import boards

  • Make this organization visible to everyone in your subscription

Board roles

Roles that are set on the subscription can overwrite the role that the user has on the board.

Role type

Board overview

Board

Lead

Can move and delete the board, can view board details.

Can perform all actions on the board, can delete the board and update members.

Member

Can view board details and move the board.

Can perform all actions on the board except deleting the board and updating members.

Viewer

Cannot view board details nor can take actions on the board

Can view cards and add comments. Can be assigned to cards. Cannot see board details

Assignee

Cannot view board details

Can view cards and add comments to all cards, can update cards where the user is assigned to. Can be assigned to cards. Cannot see board details

Observer

Cannot see board details

Can see the board in read only mode, cannot be assigned to cards by other board members, cannot add comments. Cannot see board details

Blocked

Cannot see the board

Cannot see the board

Actions by page / area

Placker app:

  • Users need to have Lead, member, view-only or billing rights to access placker.

  • Users that are blocked or pending in the subscription will see a related exception message.

  • Users that are billing in the subscription and try to access a non billing page will see the related exception state.

Subscription management:

  • Users need to have billing or lead rights to access the subscription section and update the subscription. Note that when the subscription is in trial, all users are considered to be leads in the subscription.

Board overview

This section lists the actions that are available in the board overview section.

Board overview - Organization actions

Rights

Action

Subscription

Organization

Create organization

Lead (always)

Member (when subscription setting allows for creating organizations

(Disabled for view-only)

n/a

View organization details

Lead, Member

Update organization settings

Lead, Member

Add members

Lead

Delete organization

Lead

Board overview - Board actions

Rights

Action

Subscription

Organization

Board

Add/import board

Lead or member

n/a (by default in organization settings)

Lead or member (when set in settings)

n/a

View board

anyone

Star / unstar board

anyone

Duplicate board

Not view-only

anyone

View board settings

Not view-only

Lead or member

Move board

Not view-only

Available organizations to move to are depending on organization settings.

Lead or member

Delete board

Not view-only

Lead

Export board

Not view-only

Lead

Disconnect board

Not view-only

Lead

Views

Views - Navigation

These actions can be taken from the main navigation of the app.

Rights

Action

Subscription

Board

Select board (groups)

Anyone

Anyone

Create new board group

Not view-only

Not view-only, Assignee or observer on one of the boards

Update board group

Not view-only

Not view-only, Assignee or observer on one of the boards

Add view

Not view-only

Not view-only, Assignee or observer on one of the boards

Update view

Not view-only

Not view-only, Assignee or observer on one of the boards

Delete view

Not view-only

Not view-only, Assignee or observer on one of the boards

View board details

Not view-only

Lead or Member

Actions - export cards

Not view-only

Not view-only, Assignee or observer on one of the boards

Actions - import / update cards

Not view-only

Not view-only, Assignee or observer on one of the boards

Actions - Reports

Anyone

Anyone

Actions - Undo

Not view-only

Not view-only, Assignee or observer on one of the boards

Actions - Restore from archive

Not view-only

Not view-only, Assignee or observer on one of the boards

Actions - Activity Stream

Anyone

Anyone

Actions - Set filter

Anyone

Anyone

Card details

These actions can be taken on the card level / card detail overview

Rights

Action

Subscription

Board

View card

Anyone

Anyone

Update any card

Not view-only

Lead or Member

Update card where user is assigned

Not view-only

Lead, Member or Assignee

Add comment

Anyone

Anyone

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