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Planview Customer Success Center

Client Security Groups tab

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Here you can determine the security groups that apply to this client. These may have been specified by the System Administrator and indicate that users who are members of any listed group can access the client record.

Setting the ‘This Client is available to all Security Groups’ check box will make the client generally available to members of all security groups. Otherwise, you can click:

•Add to select others that are to be included

•Copy From to copy settings from a selected group

•Remove after checking one or more groups to clear them from the list.