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Planview Customer Success Center

Adding A User to One or More Groups

You must be a member of the Admin standard group to see the Groups link on a resource record.

You'll find yourself on the Resource/resourceName/Groups page in one of two ways:

  • when you double-click a resource and then click their Groups link
  • after you create or edit a user and then click the Save and Add to Group button from the New/Edit user dialog, as shown below:

 

Either way, you'll end up here:

To add a user to one or more groups

You can add a user to standard or custom groups.

  1. Click the Add button.
  2. In the dialog that appears, select one or more groups.

  1. Click Select.

Note that you can also manage group membership from Admin/Groups (if you are a member of the Admin standard group).