Assign New User as Plan Member

Have you added a new user but you're having trouble assigning them to a plan element in your plan?

When you add a new user, there's an added step of adding them to the plan as a Plan Member before they can be assigned to plan elements. 

Here's how:

Who has access: System Admins or Plan Owner

From the left panel, click on the cog wheel to get to your Plans Settings. Ensure that you have the correct plan selected from the dropdown. You can only assign Plan Members to plans in 'Active' and 'Planning' modes.

To add the user as a Plan Member, click on the Add button next to Plan Members.

You should see the new user listed here. Select the user to add as a plan member. You can search by the employee name, job title or department.

The user should now appear in the list of users you can assign as Owner, Contributor, Observer or View Only User within that plan. See this article for more info on user roles.