You can set personal preferences for some aspects in Yesplan. To do this, use the navigation menu to navigate to the item with your name and click “User Settings”.
The user settings are split into categories, which you can access via tabs:
- User Profile: Edit your name, email address, username and password.
- User Preferences: Set preferences that apply to you only.
- Updates: Determine which elements to follow in Yesplan and set rules to stay up to date.
- API Keys: Add or delete API keys.
Below, we give a summary of the capabilities in each category.
In this tab you can change your name, email address, username and password:
- Name: Determines how you appear in Yesplan, for example in the events update history, the granting of permissions on elements, the user menu item in the navigation menu etc.
- Email: Is used to send notifications, such as your new rosters or updates. You can also use your email address to sign in.
- Username: Is used to sign in and must be unique.
- Password: The password you use to sign in. Yesplan will only accept the password if it’s strong enough. If you enter a weak password after all, you’re given tips on how to make it stronger.
Yesplan determines the Password Strength via the zxcvbn tool:
You can edit your name and email address by editing the input fields. Click “Change Username and Password” to change your username and password.
- If you haven’t specified an email address, you obviously won’t be able to use it to sign in or to receive emails from Yesplan.
- Your name and username are two different things. The latter must be unique in Yesplan.
- Yesplan automatically turns your username or email address into the so-called primary sign-in name. See User Details for more information and tips.
Under the “User Preferences” tab, you’ll find some options to set Yesplan to your personal preferences:
To apply these preferences you must click “Save” at the bottom.
- Default Event Profile: New events that you create receive this profile automatically. The default value is determined by the administrator in the system settings for profiles.
- Use shifted day time in event schedule editor input fields: In Yesplan it’s possible to shift the day time and have a day start at a different time than midnight. This option lets you determine whether Yesplan uses the shifted day line when you add schedule items to events. The default value is “Yes”.
- Always open calendar on: Sets the date on which Yesplan opens the event calendar: “today” or “previous working date”. If you’re planning the next season, for example, it may be useful to open Yesplan at the last period you were working on. The default value is “today”.
- Number of weeks shown when opening event calendar is: Determines how many weeks are automatically displayed when the event calendar is opened. If you’re using a big screen, it may be handy to increase the number. You must choose a value between 2 and 4, and the default is “2”.
- Number of weeks shown in read-only calendar is: Determines how many weeks are displayed in the read-only calendar. The default value is “52”.
- Time of day Teamplanner day view will scroll to when opened: Determines the time at which the Teamplanner day view opens. You can change this if you mostly schedule human resources for the evenings, for example. You must choose a value between 0 and 22, and the default is “7”.
- Receive roster notifications by email: Human resource rosters can be published from the Teamplanner. This setting lets you determine whether you want to receive emails about these rosters. To receive emails, you will obviously need to have entered an email address in your user profile. The default value is “Yes”.
- Always open event inspector on tab: Determines which tab opens when you open the event inspector. You can only select tabs that are visible to you. What if you selected a tab to which you no longer have access? Then a prohibition sign will appear in and next to the drop-down menu. The default value is “Info”.
This tab is used to manage the elements you follow and to set the rules for updates. See Updates for more information.
This tab is used to manage the API keys that are linked to your user profile. You can use these keys to allow access to the API of your installation.
Yesplan automatically creates an API key for the iCalender links of resources. This key is then given the client “calendarapp”.
If you delete this API key for the iCalender resource links, Yesplan will recreate it automatically when you open the resource inspector.
- Delete API keys by clicking “Delete Key”.
- Add API keys by clicking “Add”.
These API keys are actually passwords: every person with a key of this type has access to Yesplan via the API. For that reason, we recommend the following:
- Take as much care with the key as you would with a password.
- Don’t share keys with others.
- Delete an API key if you suspect that it has been leaked.
- Think twice before you delete an API key: if it’s used by an integration, that integration will no longer function correctly. In that case, create a new API key for the integration immediately, and pass the new key on to the integration administrator.