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Planview Customer Success Center

Create User Groups and add Members

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This page describes the way you manage groups and includes the following sections:

As an alternative, administrators can use the following options to create, update and delete objects in AdaptiveWork:

  • Business rules (Workflow, Scheduled Workflow, Custom Actions) in the Configuration of your organization.
  • Data loader functionality by uploading Excel (xls, xlsx) or csv files. The Data Loader uses API calls for its functionality and therefore adheres to the API governance and specifications defined by AdaptiveWork. 
  • The REST API Data Service supporting the basic CRUD operations.

Creating a New Group

  1. Go to the User Groups module
  2. From the common ribbon, Click on the "Add Group" option from the toolbar.
  3. Enter the required information in the corresponding fields.
  4. Once you are done click Finish.

Adding Members to a Group

  1. Highlight the relevant group on the grid view and click on the "Add Members" from the Related list.
  2. Select People, Assets, Job Title, or Asset Types.
  3. Select the users on the left hand side and then click on the "Add" button to add the user(s) into the user group.
  4. Once you're done click Save.