Managing User Access to a Roadmap

For information about access permissions, see About Access Permissions for Planview Roadmaps.

You give access to your roadmaps to one or more other users. You can specify the default view settings for the roadmap for the selected users, such as timescale, color by, and group by, and send an email notification to users.

If you are a Roadmaps administrator, you can give access to all Roadmaps users in the organization and set the default view settings, but you cannot send an email notification to all users.

To manage user access to a roadmap

1. In the roadmap, click the private  or shared  icon. 
2. In the The Manage user permissions dialog, you can do one or more of the following tasks.

To give access to one or more individual users

1. Click Give permissions to selected users.
2. Search for the user by name or email address and then select the user from the list. The user is added and given Viewer access.
3. To give the user edit access, click Viewer and then select Editor.
4. To set the default initial view options for users, in the Settings for newly added users section, select the options for Timescale, Color by and Group by.
5. To notify the users that they have access to the roadmap:
   1. Select the Send email notification check box.
   2. Enter a message to be included in the email.

To give access to all users (Roadmaps adminitrators only)

1. Click Give permissions to all Planview Roadmaps users.
2. To give the user edit access, click Viewer and then select Editor.
3. To set the default initial view options for users, in the Settings for newly added users section, select the options for Timescale, Color by and Group by

To view the email address for a user

Point to the user name.

To remove access for a user

1. Click   > Remove user.

To save the changes, click Save.