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Members

The Members section in the Planner module allows teams to manage user assignments for a planner task. Assigning members ensures accountability, visibility, and smoother collaboration throughout the planning process. Merchandising and planning team members are typically assigned here so the right stakeholders see updates, approvals, and handoffs for the season or range.

Users can add internal team members to a planner record for coordination and tracking. This section is especially useful when multiple departments are involved in the planning workflow, such as product, merchandising, and buying.

Members

Quick Check - Before You Start
  • Confirm you have permission to manage planner members for this record
  • Know the user names (or suggested factory groups) you intend to assign before opening the picker

Structure

Element Description
Member List Displays all assigned members for the planner. Each member appears with their name and can be removed individually.
Add Member Button Plus icon that opens the member selection panel for adding new members.
Search Bar Allows users to search for members by name or browse suggested groups.
Remove Member Trash icon next to each member's name for removing them from the planner.

Planner

Features

  • Member Assignment: Add internal team members to planner records for coordination and tracking.
  • Factory Suggestions: Browse and select from suggested factories for quick team assignment.
  • Search Functionality: Find users quickly by searching by name within the member selection panel.
  • Member Management: Add or remove members individually.
  • Permission-Based Access: Only users with appropriate permissions can manage planner members.

Adding a Member

  1. Click the plus icon to open the member selection panel.
  2. Use the search bar to find a user by name or browse suggested factory.
  3. Click the member’s name to add them to the planner.
  4. Added members appear in a list under the planner.

Planner

Removing a Member

  1. Locate the member in the list.
  2. Click the trash icon next to their name.
  3. Confirm the removal in the popup prompt.

Planner

Helpful Tips

  • Use suggested groups to quickly assign relevant teams.
  • Keep member lists current to ensure all stakeholders receive updates and task visibility.
  • Only users with appropriate permissions can manage planner members.

Troubleshooting

I do not see the plus icon or cannot add members—why?

Member management is permission-based; without the right role you may not see add/remove controls.

Steps to resolve:

  1. Ask an administrator to confirm your role allows planner member management.
  2. Retry on a planner you own or that your permissions cover.
A user I removed still receives planner updates—what should I verify?

Removal takes effect after you confirm the popup; other notification paths (email rules, shared teams) may still include them.

Steps to resolve:

  1. Confirm the member no longer appears in the Members list after Save or confirmation.
  2. Check whether they are included via another group, factory suggestion, or downstream subscription outside this widget.
Search does not find the colleague I need to add—what can I do?

The picker filters by name and suggested groups; users who are inactive or outside your visibility may not appear.

Steps to resolve:

  1. Try alternate spellings or partial names in the search bar.
  2. Ask an administrator to confirm the user exists in the directory and is eligible to be added to planners.