Groups

Several users are grouped together in user groups. In addition, each user group is granted access to a part of the planning elements and dimensions. For example, if your element tree is divided by regions such as North America, South America, and EMEA, only the user group responsible for South America can be assigned access to these planning elements.

Related Actions

Note that you must perform the following steps in sequence for a user to work in the Planner:

Creating a User Group
Defining Access of a User Group to Elements and Dimensions
Assigning Users and Roles to User Groups

The following tasks must be performed depending on the situation:

Editing Name of User Group
Removing User Group From Overview
Deleting a User Group