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Planview Customer Success Center

Adding Users To Groups

You can bulk add users to groups, or you can add a single user to multiple groups.

To add one or more user to a group

  1. Navigate to Admin/Groups.
  2. Select the group and click Add.
  3. In the dialog that appears, you can choose to add users, groups,or units - select the appropriate radio button.To multi- select,use Shift-click to select a range, Ctrl-click to select non-adjacent records.
  4. Once you have selected all the users you would like to add to the team, click Select.

To delete a group member, select the group and then highlight the user, group, or unit you want to remove and click the Remove button.

To add a single user to one or more groups

  1. Navigate to Resources.
  2. Double-click the resource you wish to add to one or more groups and click the Groups link.
  3. Click Add.
  4. Select one or more groups.
  5. Click Save.