Administrators can use the Users screen in Planview Admin to manage Planview Admin users, including the following tasks:
NOTE
Future Planview Admin releases will add functionality such as adding new users for each available product; for now, continue adding new users directly in the appropriate product environment.
The following table describes the screen elements and the tasks that administrators can perform on this screen.
Element | Description |
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Filter | Click the Filter icon, which allows Administrators to filter users by name, email, users assigned to specific products, role, status, if the password required option is activated, and last login date. |
Add user | Click the Add user button to add a user manually. |
Actions |
Unless otherwise noted, the following options in the Actions menu affect the users selected with the check boxes on the left side of the screen:
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First name | The user's first name. |
Last name | The user's last name. |
The user's email address. | |
Role | The role assigned to a user regarding Planview Admin. (Administrator, User) |
Password Required | Identifies which users must sign in using a username and password. When SSO is not configured, all users will have a check in this field. When SSO is configured, only users with the Require password (bypass SSO) setting enabled will show a check in this field. |
Products | The Planview product environments that the user has access to. |
Status |
Active indicates users who have accessed Planview Admin. By default, users who sign in using SSO are automatically set to active Pending indicates users invited to Planview Admin, but have not yet accepted the invite and created a password. |
Last Login |
Displays the date the user last logged in to Planview Admin, specifically. NOTE: This does not surface or log product-specific last login dates. The date a user last logged into a product will be displayed in the product-specific user grid. |
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Click the action menu () for an individual user for the following options:
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You can add a user to Planview Admin, but you will not be able to map that user until a corresponding user in the product environment (with matching email address) has been created.
Once you create a corresponding user in the product environment (if one doesn't already exist), the users will be linked by matching email addresses at the next sync.
If you need to add an existing user to a product environment for Roadmaps or Planview.Me in Planview Admin, you can do that from the Users screen.
To add existing users to a product environment for Roadmaps or Planview.Me:
You may not see the results immediately. You will receive an email when all selected users are added to the selected environments.
NOTE
This option cannot be used to remove users from a product environment.
You can deactivate a user from Planview Admin; they will now appear in the Deactivated users tab of the Users screen and will not be able to access Planview Admin. Deactivated users will be removed from their product assignments in Planview Admin and they will no longer be able to authenticate with Planview Admin. Deactivated users may be either reactivated to regrant their access to Planview Admin, or deleted to anonymize and remove their user records from Planview Admin.
NOTE
You will still need to deactivate users in the product environment to free up licenses and terminate resource(s) so that they will no longer be considered to have capacity.
To deactivate one user:
For the user you want to deactivate, perform one of the following steps:
To deactivate multiple users:
You can reactivate a user from Planview Admin; they will now appear in the Current users tab of the Users screen and be in the applications they were assigned upon reactivating them. Once a user sync runs, the remainder of their product access will be returned to them.
To reactivate one user:
For the user you want to reactivate, perform one of the following steps:
To deactivate multiple users:
You can delete a user from Planview Admin once they have been deactivated; they will no longer appear in the Deactivated users tab of the Users screen, their PII will be anonymized, and they will no longer be able to be reactivated.
To delete one user:
For the user you want to delete, perform one of the following steps:
To delete multiple users:
Administrators can edit the names and email addresses of users in Planview Admin.
To modify a user's details:
If your organization has SSO configured and turned on, Planview Admin supports the ability for certain users to login with username and password instead of SSO. The main use case for enabling a user to login with password is if your organization routinely interacts with or needs the ability to add users that are external to your organization. When the require password (bypass SSO) setting is enabled for a user, that user will receive an account creation email from Planview Admin.
To reset one user's password:
The user's password is reset immediately and an email is sent to the user.
To reset multiple users' passwords:
The users' passwords are reset immediately and emails are sent to the users.
You can make additional users Planview Admin Administrators:
You can export a CSV file with details about all users in Planview Admin, including the name, email address, and status for each user; whether they are an administrator; and which product environments they have access to. The export automatically includes all users; individually selecting users does not affect the export.
To export a CSV file listing all users in Planview Admin:
NOTE
Exporting users is a full list action. The entire list of users will be exported regardless of checkbox selection.
You can create news users or edit existing user details by importing a CSV file created from a template that you can download from Planview Admin. Details you can import include the name, email address, and status for each user and whether they are an administrator. You can select which product environments they have access to during the import.
To import a CSV file to update users in Planview Admin:
NOTE
The import feature is very specific about what fields can be included. If you exported a CSV using Actions > Export Users, you must remove fields that do not match the template from this step.
However, if you are using the import process to update user email addresses, you must add the User ID column from the exported CSV.
NOTE
If there are not enough subscriptions of your selected type, the users will not be imported.
NOTE
If you attempt to upload a file larger than 20MB, you will receive an error message when importing it. If your file is larger than this, please break it up.
Your CSV import will begin processing. You can continue working in Planview Admin while the import processes. You will receive an email notification when the import is completed.