OnePlan User Permissions

  • Updated

Permission Levels

  • None: The user does not have access to OnePlan. The user is still available in the Resource Center to be used for scheduling and resource planning.

  • Requestor: The user has access to the Requests area. The user can submit requests.

  • Team Member: The user has access to My Work, Insights and Reporting areas in OnePlan. The user can update statuses of items in their work.

  • Team Member Plus: The user has access to My Work, Insights, Timesheets, Reporting. The user can update statuses of items in their work.

    NOTE: Team Member and Team Member Plus users both appear as "Team Member" in OnePlan. The different permissions are differentiated on a license-level.

  • Contributor: The user can create plans and plan content, but can only see plans that they have created.

  • Executive: The user has read-only access to all plans and plan content.

  • Manager: The user can create plans and plan content. The user can view and edit all plans and plan content.

  • Owner: The user can create plans and plan content. The user can view and edit all plans and plan content. The user can access and configure OnePlan administration settings.

Permissions and OnePlan Licenses

Resource Status

Permissions

OnePlan License

Description

Active

Owner, Manager, Executive, Contributor, Team Member

Consumes a license

The resource can be utilized for resource planning, and has access to OnePlan.

Active

None

Does not consume a license

The resource can be utilized for resource planning, but does not have access to OnePlan.

Inactive

None

Does not consume a license

The resource cannot be utilized in resource planning, and does not have access to OnePlan.

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