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Planview Customer Success Center

Export account users

Account administrators can generate an Microsoft Excel report with all the members in the account. The report gives you get a great overview of the people in your account, their roles and access rights etc.

To create a list of account users: 

  1. Click on the tool selector Tool selector.png in the top navigation bar, and select Account administration.
  2. Choose People.
  3. Click on Export user information.


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