Setting up Planview Roadmaps (Planview Admin)
Overview
Setting up Planview Roadmaps includes the following steps:
- Adding the Planview Roadmaps product environment to Planview Admin. For information on how to do this, see Managing Products.
- Giving users access to Planview Roadmaps.
- Assigning Planview Roadmap roles to users.
NOTE
All of these steps must be performed in Planview Admin by an administrator.
Giving Users Access to Planview Roadmaps
- Add the users to Planview Admin. For more information, see Managing Users.
- In Planview Admin, click Users.
- In the Users screen, locate the user, and then click
> Edit user. The Edit user dialog appears.
- In the Product environments section, select the Planview Roadmaps check box.
- Click Save.
Assigning Roadmap Roles to Users
There are two Roadmap roles that can be assigned to users in Planview Admin:
- User – can create roadmaps and share roadmaps with other Planview Roadmap users, and can view roadmaps that have been shared with them
- Admin – can access and manage all roadmaps, including sharing, transferring ownership, and deleting roadmaps
- In Planview Admin, click Products.
- On the Planview Roadmaps tile, click Manage Product.
- In the Mapped Users view, locate the user.
- On the user row, click
> Set Role: User or Set Role: Admin.