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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:

 

  • create_user1.png

Either way, you'll end up here:

resource_group_page.png

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.

add_resource_to_group.png

  1. Click Select.

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