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Planview Customer Success Center

Assigning Restricted Field Sets to Users

You assign Restricted Field Sets directly to Users.

  1. From the User details, click Add related > Restricted Fields Units.
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  2. In the Restricted Fields Unit dialog, do one of the following:
    • Double-click the Restricted Field Sets in the Available list to add them to the Your Selections list.
    • Select the Restricted Field Sets in the Available list and then click the right double arrow to add them to the Your Selections list.
  3. Click Save.

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