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Planview Customer Success Center

Account Settings and Grants


Preference Settings
Using My Account and menu options to set preferences.
Pages: 13
Security - Grants
Introduction to working with grants.
Pages: 7
Configuration Introduction
How to edit your security, change/set your password, change the system colors, and set default menus and screens.
Pages: 4


Many common or shared preferences can be adjusted in the My Account dropdown, including grants and passwords. This course falls under the Fundamentals capability. Screen-specific preferences controlled by a wrench icon are not discussed.