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Planview Customer Success Center

User Administration

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In the User Administration page, Administrators can edit user profiles, permissions, and project access. Additionally, users can be activated, deactivated and deleted from this page.

Creating a new user

To create a new user:

  1. Click the New icon to the right of the page title (User Administration).

  2. Enter a username and password (optional) for the user. The user will be referred to by their username throughout the application.

               

    NOTE

    Passwords must meet the following criteria:

    • At least nine characters in length.
    • Contain at least one upper-case letter, one numeral, and one special (non-alphanumeric) character.
    • Must not be a commonly used password or identical to the username.

              

  3. (Optional) Enter the name, an email address, and select a group for the user. The email address is used for password recovery requests and notifications within the application.

  4. Click Submit and if you added a password in Step 2, confirm the password.

If you did not select a group, the user will be added to your default group. They will have access to all projects available to the default user group. Once the user is created, you can edit their permissions and access and make changes to their profile. The new user can also log in to Planview Advisor.

           

NOTE

For security reasons, do not email the password you created to the new user. Instead, have them use the Forgot Password? link on the Login page to set their own password. This only applies to systems that are not using SSO.

           

User settings

Once a user is created, you can edit their user profile from the User Administration page. Click on the user you want to edit from the user table to open their profile. You can then edit the profile settings described below

Profile Setting Description
Username The name the user will be known by in the application.
Password

The password that the user uses to log in. Passwords must meet the following criteria:

  • At least nine characters in length.
  • Contain at least one upper-case letter, one numeral, and one special (non-alphanumeric) character.
  • Must not be a commonly used password or identical to the username.
Full Name The user's full name.
Email Address The user's email address. The email address is used for password recovery requests and notifications within the application.
Group The group that this user is assigned.
User Preferences The user's auto-publish settings.
Add/Remove Groups This setting is used to add the user to or remove them from groups. Adding or removing groups will change their permission and access to projects.

Deactivating users

If you want to remove a user from the application, you can either deactivate their profile or delete it from the application.

           

NOTE

Deactivation is strongly encouraged over deletion. Deactivating users preserves the audit trail of their actions. 

           

To deactivate a user:
  1. Locate the user's row in the user table.
  2. Click the toggle to deactivate the user.

The user will not be able to log in to the application and can be deleted.

To reactivate a user:
  1. Locate the user's row in the user table.
  2. Click the toggle to reactivate the user.

Activated users can log in to the application and cannot be deleted.

To delete a user:
  1. Deactivate the user.
  2. Click the Delete icon next to the activation toggle.

The user will be deleted and their data and records will be reassigned to the Administrator.