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Setting up PlanRadar

Manage Users on your Account

Overview

Manage users in your PlanRadar account.

Access & Permissions

How to access Users

  1. Hover over User Management
  2. Click Users

Search Users

To search users:

  1. Type the search term in the search bar
    Search.png

When searching the user's first and last names, email address, user ID, and company name are considered. 

Filter Users

You can filter users by user type. To filter users:

  1. Open the filter drop-down and select the user type
    Filter Users.png

Edit Users

To edit a user:

  1. Click on the user in the list
  2. Change user details, project memberships, group memberships and user permissions as described in Create & Invite Users.
  3. Scroll down and click Save

Delete Users

To be able to delete a user, make sure they are not assigned to any tickets.

To delete a user:

  1. Click the trash icon
    Trash Icon.png
  2. Click Delete to confirm
    Delete Button.png

Updated December 19, 2024