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Content

Loving v12 - Several Configuration Questions

Added by Chris Marcera about 1 year ago

  • 1Global Permissions
  • 2New User Email Notifications
  • 3Project Email Summaries
  • 4Change Project Admin
  • 5Assigned/Accountable Notifications
  • 6Edit Default Views
  • 7Edit "View all projects" Table
  • 8Resource Management
  • 9Masquerading

Years ago, I gave OpenProject CE 6.x a try and while it was decent, it was still lacking some collaboration features I was looking for. I am now testing our 12.x and so far, am very impressed.

I was able to successfully get LDAP Authentication working so that all active users in our organization can log into OpenProject. That being said, I'm currently left with a few setup/config questions...

Global Permissions

I would like all authenticated users to be able to create Projects by default. Currently, I've created a "Projects Manager" Global Role and manually apply it to each user as they log in for the first time, but it seems like there should be a better way...

New User Email Notifications

How can I get an email notification every time a new user logs in? As mentioned above, when a new user logs in I have to apply them to a Global Role and to a Group. I understand the LDAP Group functionality is Enterprise-level so I am ok with managing that for now.

Project Email Summaries

I plan on having a handful of users that will want:

  • Weekly Summary Emails of all Projects
  • Real-time Emails of Specific Projects

I see how I can configure some of these things for myself, but how can I set/manage/push these types of settings to other users? Think Managers that want to know what progress has been made on a project this week without going to the site and manually wading through Work packages.

Change Project Admin

As we're getting OpenProject off the ground, I'm creating a number of projects for other users to get started. How can I change the "Project Admin" from myself to them after a project has been created?

Assigned/Accountable Notifications

How can I send notifications (in-app or email) to a user when they've been added as an "Assignee" or "Accountable" for a Work package?

Edit Default Views

Is this possible in CE? I've had to create a "Favorite View" in a number of projects to add Assignee, Progress, etc to the tables. Is there a way to:

  • Add this custom/Favorite view to ALL Default Views?
  • Change the default view from "All open", preferably to my custom view?

Edit "View all projects" Table

Adding the Project Admin in this table would be handy.

Resource Management

Is there a way to manage/schedule office resources like a conference room? i.e. users can "book" timeslots to use a room or resource in the company and these reservations would be viewable by other OpenProject Users.

Masquerading

Is it possible, as an admin, to masquerade as another user to see what they're seeing? This is often useful when troubleshooting if a user can see a Project, execute a task, etc. I've created a test user and add them to roles/groups to test things, but masquerading would be much simpler.

--

I'll stop there for now. I know these topics are all over the place so thank you in advance for any pointers on any of them!


Replies (3)

RE: Loving v12 - Several Configuration Questions - Added by Chris Marcera about 1 year ago

Would I have better reply luck if I posted these all as separate questions?

RE: Loving v12 - Several Configuration Questions - Added by Adam Szabo about 1 year ago

Hi Chris, I bet your idea to split these topics would be the best way to proceed

RE: Loving v12 - Several Configuration Questions - Added by Chris Marcera about 1 year ago

Will do. I didn't want to spam the forum with a bunch of topics at once so I'll just start with a few, by priority.

Thanks!

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