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Available Field Restriction Groups


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  • Bronze Active Participant
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We are trying to find where these groups are located in PPM Pro so we may add users to them so we can restrict fields to these groups.  Can anyone tell us where to find these groups?

 

 

Best answer by Yathy

Hi @wenlon Admins by default should see the groups in the side section/menu. You can see some standard groups and can also create some custom groups. You can also add users to these groups by selecting the groups from the same section. Below is a screenshot that I can share from my environment. We have detailed documentation about groups in Planview customer success center page, which also have all step-by-step process to create group and add users to it .Please find the below link for details

Groups - Planview Customer Success Center 

Thanks.

 

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3 replies

Yathy
Planview Falcons
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  • Planview Falcons
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  • Answer
  • March 20, 2024

Hi @wenlon Admins by default should see the groups in the side section/menu. You can see some standard groups and can also create some custom groups. You can also add users to these groups by selecting the groups from the same section. Below is a screenshot that I can share from my environment. We have detailed documentation about groups in Planview customer success center page, which also have all step-by-step process to create group and add users to it .Please find the below link for details

Groups - Planview Customer Success Center 

Thanks.

 


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  • Author
  • Bronze Active Participant
  • 1 reply
  • March 20, 2024

Yes!  Got it sorted.  Thank you!!


Yathy
Planview Falcons
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  • Planview Falcons
  • 7 replies
  • March 20, 2024

You are most welcome @wenlon 


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