Managing Users

Users Screen Elements

The following table describes the screen elements and the tasks that administrators can perform on this screen.

Adding a User Manually

You can add a user to Planview Admin, but you will not be able to map that user until a corresponding user in the product environment (with matching email address) has been created.

1. On the Users screen, click the Add user button.
2. Enter the First name, Last name and Email. 
3. Require password (bypass SSO) is disabled by default, and should only be used if your organization uses SSO and the user will bypass the SSO system.
4. Click Add.

Once you create a corresponding user in the product environment (if one doesn't already exist), the users will be linked by matching email addresses at the next sync.  

Inviting a User to Planview Admin

Rather than manually creating a user in Planview Admin, you can send them an email invitation to join.

To invite one or more users to Planview Admin:

1. On the Users screen, click the Add User button.
2. Under Invite users via email, enter the email address or addresses of each user you want to invite. You may invite up to 50 users at a time.
3. Select the products and environments you want the invited users to have access to.
4. Click Add.

Invitations will be emailed to the addresses you added. The invitations expire in seven days. Invited users can viewed in the Invited tab on the Users page. If an invitation expires, you can resend it. 

To resend an invitation to Planview Admin:

1. On the Users screen, click Invited.
2. For each user that needs a new invitation, perform one of the following steps:
   • Click > Resend email.
   • Click the check box for the user on the left side. Then click Actions > Resend email.

A new email will be sent to the user. If they do not accept any invitations within thirty days of the first email they receive, you will need to begin the invitation process from the beginning.

To revoke an invitation to Planview Admin:

1. On the Users screen, click Invited.
2. For each user, perform one of the following steps:
   • Click > Revoke invitation
   • Click the check box for the user on the left side. Then click Actions > Revoke invitation.
3. In the confirmation message, click Revoke invitation.

Adding Existing Users to a Product Environment

If you need to add an existing user to a product environment in Planview Admin, you can do that from the Users screen.

To add existing users to a product environment:

1. On the Users screen, check the checkbox next to each user that needs to be added to the environment(s).
2. Open the Actions menu in the upper-right corner.
3. Click Add product environments.
4. In the modal that appears, check the box for each environment you want to add the selected users to.
5. Click Add.

You may not see the results immediately. You will receive an email when all selected users are added to the selected environments.

Deleting Users

You can delete a user from Planview Admin; they will no longer appear in the Users screen, and will not be able to access tenant products. Note that you will still need to deactivate users in the product environment to free up licenses and terminate resource(s) so that they will no longer be considered to have capacity.

To delete one user:

For the user you want to delete, perform one of the following steps:

1. Click > Delete user. The Delete User? confirmation window will appear.
2. Click Delete to confirm, or No to cancel.

To delete multiple users:

1. Click the checkbox on the left side for each user you want to delete.
2. Click Actions > Delete user. The Delete User? confirmation window will appear.
3. Click Delete to confirm, or No to cancel.

Modifying User Details

Administrators can edit the names and email addresses of users in Planview Admin.

To modify a user's details:

1. Click > Edit user, or click the checkbox for the user on the left side, then click Actions > Edit user.
2. On the Edit user screen, change the First name, Last name, Email, Require password (bypass SSO) and check the box for each environment you want to add the selected users to in Product environments.
3. Click Save.

Configuring a User to Login with Username & Password

Resetting User Passwords

To reset one user's password:

1. For the user whose password you want to reset, perform one of the following steps:
   • Click > Reset password.
   • Click the check box for the user on the left side. Then click Actions > Reset password.

The user's password is reset immediately and an email is sent to the user.

To reset multiple users' passwords:

1. Click the checkbox on the left side for each user whose password you want to reset.
2. Click Actions > Reset password.

The users' passwords are reset immediately and emails are sent to the users.

Make and Remove Planview Admin User Administrator Rights

You can make additional users Planview Admin Administrators:

1. For the user whose role you want to change, perform one of the following steps:
   • Click > Promote to admin or Remove admin role.
   • Click the check box for the user(s) on the left side. Then click Actions > Promote to admin or Remove admin role.

Exporting User Details to a CSV File

You can export a CSV file with details about all users in Planview Admin, including the name, email address, and status for each user; whether they are an administrator; and which product environments they have access to. The export automatically includes all users; individually selecting users does not affect the export.

To export a CSV file listing all users in Planview Admin:

1. Click Actions > Export users.
2. Select a location to save the exported file.
3. Click Save.

Importing User Details with a CSV File

You can create news users or edit existing user details by importing a CSV file created from a template that you can download from Planview Admin. Details you can import include the name, email address, and status for each user and whether they are an administrator. You can select which product environments they have access to during the import.

To import a CSV file to update users in Planview Admin:

1. Click Actions > Import users.
2. (Optional) If you do not have a CSV prepared, click Download template to download a CSV you can fill in.

              

   NOTE

   The import feature is very specific about what fields can be included. If you exported a CSV using Actions > Export Users, you will need to remove fields that do not match the template from this step.

   However, if you are using the import process to update user email addresses, you will need to add the User ID column from the exported CSV.

              

3. Click Choose File and select a CSV file to import.
4. Select the product environments you want the imported users to have access to.
5. For products with different subscription types, select a subscription type for all users that will be imported.

              

   NOTE

   If there are not enough subscriptions of the type that you selected, the users will not be imported. 

6. For products where you can assign a product role, select a product role for all users that will be imported.
7. Click Import.

Your CSV import will being processing. You can continue working in Planview Admin while the import processes. You will receive an email notification when the import completes.