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Planview Customer Success Center

Managing Groups

Managing Groups

Viewing Members of a Group

To view the members of a group, click Groups on the left side of the User Management screen.

Note: You must have admin capabilities to view members of a group.

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Next, select the group you'd like to review, and click Edit.

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To view the group's current members, click the Members tab.  

Tip: A user can be a member of multiple groups.

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Adding or Removing Users From a Group

Select Users from the left sidebar of the User Administration screen. Then, click View all Users and select the ID of the user you'd like to modify.

Note: You must have admin capabilities to modify a user's group membership.

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Click the Groups tab and select the group whose membership you'd like to modify.

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Then, use the Leave and Join buttons to modify their group membership.

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There is no saving necessary here. Once you click leave and/or join, you will see a notification at the top of the screen informing you that your change has been made.

Note: A user must be a member of at least one group in order to be able to log in to Hub successfully.

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