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Planview Customer Success Center

Login Groups

 

You will set up various login groups to identify the members of the group and determine what they can access and the actions they can undertake. Users with the same authority level will have their logins included in the same login group.

Select Login Group from the Security section of Administration and a search screen appears so that you can locate required groups (refer to Searching and Filters:

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Click Add to create a record. For any of those listed you can click ... then:

Open

to access the login group record in order to amend it.

Clone

to create a login group that is similar to an existing one. This creates a copy of the original so that you need only enter a code and description, and then change other details where necessary.

Code Converter

to change the code of the login group if it is incorrect. All affected records will be updated.

Delete

to delete the login group record, after confirmation.

 

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Login Group - Audit tab

Login Group Action Views Tab

Login Groups, Project Levels tab

Login Groups - Filters tab

Login Groups - Logins tab

Login Groups - Notifications tab

Login Groups - Reports tab

Login Group - Views tab