Administer Users, User Roles, and Resources

Administer Users, User Roles, and Resources
Define User Roles and Features
Understand User ID, Resource, User Role, Lifecycle Role, Grants, and Resource Attributes
Rename Custom Features
Overview of Users and Attributes
Add a User
Copy a User
Create Initial Grants
Overview of Resources and Attributes
Create Resources and Associate Them with Existing User IDs
Associate a Resource with a User ID
Add Resource Attributes
Set Up Automatic Grant Creation
Set Association Rules

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Define User Roles and Features

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Summary

This article provides an overview of administration of users, user roles, and resources, and provides links to instructions for creating and maintaining these entities.

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You are viewing content for Planview Enterprise One^™ release 15 – Portfolio and Resource Management and greater.