Setting Up Agile Planner → Manage Users → Users → Users

Users

A license determines what users in your organization can do once in the application. A license provides up to three actions: view, edit, and administer. These three actions are used to give access to modules, views, dialog boxes, and other areas within the application. Actions are often associated to security roles.

Assigning a user to a license

After you have created or imported a user, you must assign the user to a license and then assign the user to the applicable security roles and security groups. Users are assigned to licenses. Users should then be assigned to a security group before being assigned to a security role. Using a security group to assign groups of users to a security role can simply the tracking and management of permissions for users.

To assign a user to a license
  1. From the application toolbar, click Setup, and then select Manage Users.
  2. Select the Security tab.
  3. Select the Users tab.
  4. Select a user.
  5. Under Licenses, select the check box next to each license you want to assign to the user. The license you assign the user to should be appropriate to the user's responsibilities in your organization.
  6. Click OK.