Assigning Users and Roles to User Groups

Prerequisites:You have already created a user group.

1. Starting from the sidebar navigation, click > Planner > User > Groups & Roles.

2. From the Select user group dropdown list, select the All entry.

   Note: If you want to select users from one or more specific user groups, select those user groups instead. This will usually make it easier to select eligible users in step 3.

You can select from all users in the system. If you want to select users of one or more user groups, select instead

3. From the User dropdown list, select the user that you want to assign to a user group.

The user is displayed in the table header next to the year selection.

4. From the Groupselection drop-down list, select the user group to which you want to assign the user.

The user group is displayed in the table. In the table header, a list of available roles in the Planner is displayed under the name of the user group.

5. From the drop-down list, select the role the user is given in the user group.

The table shows which elements the user has access to for this user group and with the selected role.

6. If necessary, repeat steps 4 and 5 if you want to assign the user to multiple groups.

7. Click on Save.

You have assigned the user to at least one user group and one role.