Users

Licensing #

This section shows a list of current users with an ISOPlanner license. The licenses here are of type “user license”. You can upgrade a license to type “management license” by assigning an additional role to a licensed user. To purchase additional licenses, see subscription.

The following buttons are available:

Add #

Find one or more users through the Active Directory integration to assign an ISOPlanner license to. You may also assign a license to people with a guest account in your Active Directory.

Edit #

Select one person with a license from the list and then click the Edit button to be able to change their name and email address. Changing the email address may be useful in situations where there are multiple aliases for an email address and you want to use another one than the default.

Remove #

Select one or more people with a license from the list and then click the Remove to remove their ISOPlanner license. When a user is deleted, they are disconnected from all tasks as owner and executor. In addition, the user is disconnected from all requirements, controls, risks, processes and objectives. Furthermore, the associated dashboards will be removed. The activity log and change log remain intact. You can also first replace the user(s) with another user, which can save a lot of work.

Replace #

Select one person with a license from the list and then click the Replace button to replace the selected person with someone else. You’ll get the option to select a person who will replace the selected person by searching.

When a user is replaced with another user, all dashboards, tasks, risks, controls, processes and objectives are moved to the new user.

Roles #

In the roles tab, you can assign additional roles to people who already have an ISOPlanner license.

Organization administrators #

Administrators #

These users have the Administrator role and have full authorization. This means that they can also manage the subscription, user licenses and roles.

Managers #

These users have the Manager role and can do everything except perform administrative tasks.

Consultants #

These users have the same rights as the Manager role and therefore have full access except to administrative tasks. For instructions on how to add a consultant to ISOPlanner, see:

https://portal.isoplanner.app/templates/ISOPlanner.Consultant.Onboarding.EN.pdf

License managers #

License Managers can assign licenses to users and manage the subscription. Other features are not available. Assigning a License manager role doesn’t cost a management license.

Users #

All other users automatically can read everything and perform tasks that are assigned to them.

Settings #

This tab contains a setting called “Automatically assign a license to a user who logs in for the first time”.

With this option enabled, you don’t have to assign licenses to people – they can simply log in and have a license be assigned to them automatically. If there are no more free licenses to assign, additional licenses will not be purchased automatically. So, this option won’t have effect when all available licenses are assigned already.

Disable this option if you want control over who gets an ISOPlanner license. In that case, you’ll assign licenses to coworkers manually.