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Planview Customer Success Center

Setting Your User Options

 

Before you can use the product, your System Administrator will set up your login details and determine what you can do. You can then change some of these settings and make a number of local settings. This customizes your view of the application to reflect the way you work.

Several options are available from the Settings menu that shows your name above it.

Change Picture

Change Password

Account Details

Own Resource Defaults

Own Restrictions

My Email Notifications

My Dataloads

Obtaining Help

Accessing Resources

Viewing License Details

Log In As

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