Selecting resources

Throughout Unica Plan, users can select people and teams as resources.

Users add and remove members to planning objects, marketing objects, assets, invoices and approvals. When users perform advanced searches, they can add people and teams to the search criteria.

Note: The list of people available in Unica Plan is populated from Unica Platform. Administrators can limit the list of teams and people a particular user sees, depending on the role and permissions for the user.