Change a User's Permission Template in Resource Planning
Objective
To change a user's permission template in Resource Planning.
Background
For projects using Resource Planning, you can manage your team using the People List.
You have several options when creating people in Resource Planning: 'User', 'Assignable', or 'Both'. People added as a 'User' or 'Both' are required to have a permission template assigned to them. See Create Permissions Templates for Resource Planning. This tutorial details how to update the person's permission template.
Things to Consider
- Required User Permissions
- Only people added in Resource Planning can be edited in the People List tool.
- Permissions templates in Resource Planning specifically impact what a user can do within the Resource Planning tool.
- People who are a 'User' or 'Both' must have a permission template assigned to them.
Steps
Edit a Single User's Permissions
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Click the person's name.
- Click Edit.
- Select the person's Permission Level.
- Click Save.
Bulk Edit User Permissions
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Mark the checkboxes for the users you want to edit.
- Click the edit
icon. - Select the Permission Level.
- Click Save.