Users

In the Nialli™ Visual Planner Users tab, plan administrators can manage all users involved in the plan — designating roles, assigning trades and controlling permissions. Each user can be linked to one or more trades and given access to specific levels of functionality in the plan.  

Access the Users tab 

1. Click the Nialli logo to open the side menu.
2. In the Settings section, click Users. 

In the Users tab, you’ll see: 

• • An Import from file button 
  • An Export to file button 

• • An Add user button 

• • A user table showing:
    • Email address
    • Trades assigned (with trade color indicators)
    • Permission level
    • Edit and Delete icons
    • Active toggle to deactivate or reactivate a user 

Add a new user 

To manually add a user: 

1. Click Add user. 
2. Fill in the following fields:
   • Email — Add the user’s contact email (used for log-in and notifications).
   • Permissions — Select the user’s permission level (see below).
   • Trade toggles
     • Show only active trades.
     • Allow assignment of multiple trades.
   • Trade selector — Assign one or more trades to the user.
3. Click Save to create the user or Cancel to discard changes. 

Set user permission levels 

When adding a user, choose one of the following permission levels: 

• View only — Can view plans but not edit. Use for stakeholders and interested parties. 
• Edit my trade — Can add or edit tags only for assigned trade(s). Ideal for Last Planners® and trade forepersons.
• Edit all — Full editing access of all trades and tasks but not the administrative elements of the plan. Common for field engineers and team leads who are part of a plan admin’s organization.
• Plan admin — Full administrative access: invite users, create plans, lock plans and manage settings. Best for superintendents, project managers and field engineers. 

Edit a user 

To modify an existing user: 

1. Go to the Users tab under Settings. 
2. Find the user you need to edit in the list.
3. Click the Edit icon (pencil) next to the user’s email address.
4. In the Edit user dialog, update the following fields as needed:
   • Email address — Update the user’s contact email.
   • Permission level — Adjust the user’s access rights.
   • Trade assignments — Modify the trades assigned to the user.
5. Click Save to apply the changes or Cancel to discard them. 

Delete a user 

To remove a user: 

1. Go to the Users tab under Settings. 
2. Find the user you need to delete in the list.
3. Click the Trash icon next to the user’s email address.
4. A confirmation dialog will appear, displaying:
   • The number of tags and milestones associated with the user.
   • A warning: “Deleting this user will affect report history accuracy.”
5. Confirm the deletion to proceed or cancel to retain the user. 

Import users from a file 

To import users in bulk: 

1. In the Users tab, click Import from file. 
2. Browse to your Excel® or CSV file. Make sure it includes the header Email address as per the template below. 

Download the official Excel template to ensure the format matches system requirements. Data must be entered as shown or the import will not function.