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Planview Customer Success Center

Roles and Permissions

Who Can Do What?

Capability

Account Administrator

Team Organizer

Board Creator

Full User

Reader

Create boards

Edit boards

✅ (all boards)

✅ (boards they created)

✅ (boards they created)

Delete/archive boards

Duplicate boards

Create, enable, disable, edit users

Make users Account Administrators

Configure security settings

Export usage and access reports

Export Reporting API extracts

Create and manage own teams

✅ (implied)

Access all boards in account