Group Administration

The Group Administration page allows administrators to assign users to different groups and set access permissions for the members of each group. In this way, groups can act as user roles which are then assigned to Advisor users.

Groups you create are added to the Group List table. This table utilizes the same features and controls found on other Planview Advisor tables. See Working with Tables to learn more.

Creating a group

To create a new group:

Click Add icon next to the Group List title.
In the Group Properties, enter a group Name and a Description.

NOTE

Groups must have unique names. Names cannot contain special characters or non-ASCII characters.
Click the Create Group button in the header.

This creates the group and immediately expands the Permissions options. You can now use all of the configuration options for the group. However, at this point, you could also navigate away and return to finish configuration later.

Managing group permissions

If you need to adjust a group's permissions, you can do that from this page. Groups can access all projects unless they are configured otherwise. For descriptions of permission, see Group Permissions.

To configure a group's permissions:

Select a group from the table. This opens its configuration page.
In Permissions, check the boxes next to the permissions that users in this group will need.
Click Save Group. A confirmation message will appear.
Click OK in the confirmation message.

Managing group Project permissions

To add projects to a group's project permissions:

Select a group from the table. This opens its configuration page.
Expand the Project Permissions section.
(Optional) Build rules for projects that you want this group to have access to.
1. Under Build Project Rules, choose either Project, Attribute, or Another Group.
  TIP
  - Project - You can add individual projects to your rule by searching by project name. You can add multiple projects.
  - Attribute - You can add a single project attribute and a value for that attribute.
  - Another Group - This option looks for all projects that are part of an existing group.
2. Select an operator for the rule: Or, And, or Not.
  TIP
  - Or - Included projects must match this rule but do not have to match others.
  - And - Included projects must match this and another rule.
  - Not - Included projects must not match this rule.
3. Click Add Rule. The rule is added to the list on the right side of the page. The rule displays the number of projects that match it.
4. Repeat these steps for each rule you want to add.
(Optional) Select projects from the project list to add to the group. The project list utilizes the same features and controls found on other Planview Advisor tables. See Working with Tables to learn more. The projects you select are added to the list on the right side of the page.
Click Save Group in the header. A confirmation message will appear.
Click OK in the confirmation message.

To remove projects from a group's project permissions:

Select a group from the table. This opens its configuration page.
Expand the Project Permissions section.
In the list on the right, click the trash icon for each item you want to remove.

TIP

If the item is a rule, you can click the broken link icon to split the rule into the individual projects that match the rule. You can do this for all rules by clicking the broken link icon at the top of the list.
(Optional) At the top of list on the right, click the trash icon to remove every item on the list.
Click Save Group in the header. A confirmation message will appear.
Click OK in the confirmation message.

Managing users in the group

Users can be added or removed from the group through the Group Administration page or by editing individual users on the User Administration page.

To add users to a group:

Select a group from the table. This opens its configuration page.
Expand the Users section.
(Optional) Build rules for users you want in the group.
1. Under Build User Rules, choose either User, Attribute, or Another Group.
  TIP
  - User- You can add individual users to your rule by searching by the user's name. You can add multiple users.
  - Attribute - You can add a single user attribute and a value for that attribute.
  - Another Group - This option looks for all users that are part of an existing group.
2. Select an operator for the rule: Or, And, or Not.
  TIP
  - Or - Included users must match this rule but do not have to match others.
  - And - Included users must match this and another rule.
  - Not - Included users must not match this rule.
3. Click Add Rule. The rule is added to the list on the right side of the page. The rule displays the number of users that match it.
4. Repeat these steps for each rule you want to add.
(Optional) Select users from the user list to add to the group. The user list utilizes the same features and controls found on other Planview Advisor tables. See Working with Tables to learn more. The users you select are added to the list on the right side of the page.
Click Save Group in the header. A confirmation message will appear.
Click OK in the confirmation message.

To remove users from a group's project permissions:

Select a group from the table. This opens its configuration page.
Expand the Users section.
In the list on the right, click the trash icon for each item you want to remove.

TIP

If the item is a rule, you can click the broken link icon to split the rule into the individual projects that match the rule. You can do this for all rules by clicking the broken link icon at the top of the list.
(Optional) At the top of list on the right, click the trash icon to remove every item on the list.
Click Save Group in the header. A confirmation message will appear.
Click OK in the confirmation message.