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Planview Customer Success Center

User Creation, Access Setup and Role Assignment

Introduction

The following video will help you create users and get them set up in the system.

How to Control Access using User Attributes

User Attributes without a value (empty) should be taken into account when using a negative condition to control access.

For example: 

A => Department - is - Help Desk

B => Department - is - Consultant

C=> Department - is Empty - true

To disallow consultants and help desk employees but allow users with no department. The condition should be:

NOT (A OR B) OR C

 

           

NOTE

The number of allowed user attributes used to control access to the site (such as email, password, title, department) is limited to 78.