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Change a User's Permission Template in Resource Planning

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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

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Click Edit.
  5. Select the person's Permission Level.
  6. Click Save.

Bulk Edit User Permissions

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Mark the checkboxes for the users you want to edit.
  4. Click the edit icon-edit2.png icon.
  5. Select the Permission Level.
  6. Click Save.