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96 lines
5.5 KiB
96 lines
5.5 KiB
4 years ago
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---
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sidebar_navigation:
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title: Placeholder users
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priority: 985
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description: Manage placeholder users in in OpenProject.
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robots: index, follow
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keywords: placeholder user, example, wildcard, place holder
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---
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# Placeholder users (Premium feature)
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In [OpenProject Enterprise on-premises](https://www.openproject.org/enterprise-edition/) and [OpenProject Enterprise cloud](https://www.openproject.org/hosting/) you can add placeholder users to your instance. They can be created without an email address and do not need license seats.
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Placeholder users can be used to plan a project with or for users who haven't been added to that project yet. This way you can set up projects before staffing them.
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Another use case would be to include customers, vendors or partners in your planning without them knowing it.
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Placeholder users can be managed by system admins and by users with the [role](../roles-permissions/#global-roles) "Create, edit and delete placeholder users".
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| Topic | Content |
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| ------------------------------------------------------------ | ---------------------------------------------------- |
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| [Placeholder user list](#placeholder-user-list) | Manage placeholder users in OpenProject. |
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| [Create placeholder users](#create-placeholder-users) | Add new placeholder users. |
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| [Manage placeholder user settings](#manage-placeholder-user-settings) | Change names and add placeholders users to projects. |
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## Placeholder user list
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To manage placeholder users navigate to *Administration -> Users & Permissions -> Placeholder users*. The placeholder user list gives you an overview of all placeholder users with their names and creation dates. From here you can also [add](#create-placeholder-users) placeholder users, [edit](#manage-placeholder-user-settings) them and [delete](#delete-placeholder-users) them.
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The column headers can be clicked to toggle sort direction. Arrows indicate sort order, up for ascending (a-z/0-9) and down for descending (z-a/9-0).
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![placeholder-users-overview](image-20210305150925563.png)
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### Filter placeholder users
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The placeholder user list can be filtered by name.
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At the top of the user list is a filter box. Enter a name, then click the blue **Apply** button to filter the list. Click the **Clear** button to reset the filter field and refresh the list.
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You can enter any parts of a placeholder user name; this can also contain a "%" wild card for zero or more characters.
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### Delete placeholder users
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To delete a placeholder user open the [placeholder user list](#placeholder-user-list). Click on the trash can symbol on the right to choose the placeholder user that you want to remove.
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You will then be asked to type in the placeholder user name to confirm the deletion.
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![delete-placeholder-users](image-20210305163225643.png)
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<div class="alert alert-info" role="alert">
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**Note**: Deleting a placeholder user account is an irreversible action and cannot be revoked. The previous activities from this user will still be displayed in the system but reassigned to "Deleted user".
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</div>
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## Create placeholder users
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To add a new placeholder, user click on **+ Placeholder user** in the upper right corner of the [placeholder user list](#placeholder-user-list).
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Enter a name and click on **Create** to save or on **Create and continue** to save and create another placeholder user.
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![create-new-placeholder-user](image-20210305171333274.png)
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It is not possible to create two placeholder users with the exact same name.
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## Manage placeholder user settings
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You can change a placeholder user's name and add it to a project if you click on its name in the [placeholder user list](#placeholder-user-list).
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On the **General** tab you can change the placeholder user's name.
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In order to be assigned to work packages and participate in a project, a placeholder user has to be a member of a project and needs to be added with a certain role to this project.
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On the **Projects** tab, select a project from the drop-down list, choose the [**role(s)**](../roles-permissions) for the placeholder user in this project and click the blue **Add** button.
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![add-placeholder-user-to-project](image-20210305170745049.png)
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To change a placeholder user's role in a project or to remove it from the project use the edit button (pen) or delete button (X), respectively.
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If you edit the placeholder user's role(s) don't forget to use the **Change** button to save your changes.
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![edit-role-or-remove-placeholder](image-20210305171118210.png)
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**Note**: You can also use a project's [member list](../../../user-guide/members) to manage a placeholder user's participation in a project.
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### Additional settings
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Placeholder users cannot be added to groups and cannot be assigned global roles. The avatar currently looks like that of users without a profile picture.
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In the future, additional changes and features for placeholder users will be implemented.
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## Placeholder user profile
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Similar to users, placeholder users have a profile page which shows their name and project memberships.
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The projects are only visible for users who are allowed to see the project (e.g. user has permission to see this placeholder user in a common project or has a sufficient global role (e.g. system administrator)).
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![image-20210305180853254](image-20210305180853254.png)
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The profile page can be accessed via the [placeholder user settings](#manage-placeholder-user-settings) and via the overview page of projects the placeholder user is a member of.
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