Organization Profile Settings
On the Organization profile tab in your Planview Admin settings, administrators can upload a custom logo that appears in Planview Admin and enable usernames for their organizations.
Custom Logo
Administrators can add a company logo that will displayed in the Products tab. The logo must meet the following requirements:
- 250 x 250 pixels image size
- PNG or JPG/JPEG format
- 1 MB maximum file size
To add a custom logo:
- Go to Settings > Organization Profile.
- Under Avatar Display, click Upload Image.
It make take some time for the uploaded image to appear.
To update a custom logo:
- Go to Settings > Organization Profile.
- Under Avatar Display, click Update.
It make take some time for the updated image to appear.
To remove a custom logo:
- Go to Settings > Organization Profile.
- Under Avatar Display, click Remove.
- Click Remove in the confirmation dialog.
The logo image will be removed from Planview Admin.
Usernames
Organizations will have the option to generate usernames to log into Planview Admin instead of using email addresses. Administrators can enable this option in their tenants and assign the usernames to their users.
To enable usernames:
- Go to Settings > Organization Profile.
- Under Configuration Options, click the toggle next Enable Usernames.
Enabling usernames allows duplicate emails from different connected applications to exist in Planview Admin while still allowing a user to be uniquely identified.
NOTE
If you enable usernames in Planview Admin, you may be also be interested in having those usernames be synced with existing usernames in other Planview applications. Currently, only AdaptiveWork supports syncing usernames with Planview Admin. The week after this functionality will be extended to new Portfolio users in Planview Admin, with existing users to follow.