Assigning Schedule Viewers

The Viewers tab enables you to assign viewer rights for schedules. A schedule can have multiple viewers, however they must have the product security roles. Viewers receive read-only access to all tasks in the schedule.

Note:

Only users who have the task Viewer role can respond to questions.

To assign viewer rights:

  1. Create a new schedule and select the Viewers tab.
  2. Click Add.
  3. To search by users or groups or teams, click the Search Users button, then select Users or Groups or Teams.
  4. Enter a user name, or part of the name, then click Search.
  5. To identify a user, click Advanced, then enter a User ID or Email or Description.
  6. From the Search Results list, select users.
  7. For additional details about the user, such as teams, groups, roles, and assignments, click Details.
  8. Click Add or Add All to move users to the Selected list.

    Tip:

    To remove users, select users, then click Remove or Remove All.

  9. To save and close, click OK or click the Attributes tab; all entries are saved.
  10. Enter schedule information on the schedule tabs: