User Management Modes

Bottom-up User Management

Bottom-up user management is the default user management mode. In this mode, to have access to a particular Planview product from Planview Admin, a user needs to be provisioned in that product. That user is then added to Planview Admin during the next user sync. An automated user sync happens every hour that adds new users from any connected products to Planview Admin. Here a few key things to remember when Planview Admin is in bottom-up user management mode:

• The user lists in the individual products take precedence over the list in Planview Admin.
• The automated user sync only looks for whether or not a user exists in Planview Admin. If you make changes to an existing user in a connected product, you will need to manually update that user in Planview Admin to match.

The following products do not have a bottom-up user management mode:

• Roadmaps
• IdeaPlace
• Planview.Me

These products all use Planview Platform User Management, where all aspects of user management, including provisioning and role assignment, are handled within Planview Admin.

Planview Platform User Management

With Planview Platform User Management (PPUM), users are provisioned and assigned roles to connected products from Planview Admin. Not all products support PPUM in Planview Admin. The products that currently do support PPUM are:

• Roadmaps
• IdeaPlace
• Planview.Me
• AgilePlace (available as part of the Planview Labs program)

The products that will support PPUM in the future are:

• Portfolios
• AdaptiveWork
• ProjectPlace

Here a few key things to remember when using PPUM:

• You must opt-in to Planview Platform User Management. To do so, you need to contact your CSM so that we can enable it for you.

             

  NOTE

  Once top-down user management is enabled, it cannot be disabled. User provisioning and basic user data for connected products will be managed in Planview Admin permanently.

             

• Planview Platform User Management is not available on a product-by-product basis. If you enable it, all of your current connected products that support it will use it and any product that implements support for it in the future will automatically switch to PPUM.
• The user list in Planview Admin takes precedence over user lists in connected products. This means certain changes made to users in connected products can be undone during the automatic sync. 
• Planview Platform User Management disables certain user fields in connected products, such as First Name, Last Name, and Email Address. Changes to those fields must be made in Planview Admin.
• Planview Admin authentication will be turned on for every connected product that uses PPUM. For those products, you will not have the option to use the products' own authentication process to sign-in.