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Planview Customer Success Center

How do I configure the PlanviewLinkBridgeUser role?

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Last Updated:   |  Applicable Hub Versions: 24.3 and later

Answer

Before using the Hub to Hub feature, the Satellite Hub system administrator should create the PlanviewLinkBridgeUser role. 

To add the PlanviewLinkBridgeUser role, please see the instructions below:

Login to the Tasktop Admin Console and click Realm roles on the left sidebar. 

Screenshot 2024-08-19 at 2.47.10 PM.png

Next, click Create Role to add the new user role. 

Screenshot 2025-02-11 at 1.54.05 PM.png

Name the new role PlanviewLinkBridgeUser and enter the following description, Allows user to connect Satellite Hub to Primary Hub.

Screenshot 2025-02-11 at 1.54.31 PM.png

After saving the new role, create a client ID for the new PlanviewLinkBridgeUser role to be assigned to. See details here.