How to Add a New User?

To add a new user, follow the steps below:

1. Navigate to Maintenance > Administration > User & Role Management > User.
2. Click Add.
   
3. Enter a valid Email address; this will serve as the user's login ID.
   
4. Select a User Authentication Mode:
   1. Native — Log in to Planful using the Login page
   2. SSO Provider — Log in to Planful using Single Sign-On (Planful supports all providers who support the SAML 2.0 standard)
   3. Hybrid — Log in to Planful using the Login page, Single Sign-On, or both
5. Enter the user’s first and last name.
6. Select the user's Status: Active or Inactive. Users must be active to access Planful.
7. Assign a Navigation Role to the user. To learn more about the Navigation Role, click here.
8. Select Regular User or Reporting Administrator for the Reporting Role. A regular user does not have the same access and privileges as a reporting administrator.
   1. Report Administrator - Has Full Control of all artifacts, sub-folders and folders
   2. Regular User - Permissions available for Regular Users is dependent upon the security permissions assigned to the user at the artifact, folder, and sub folder level
9. Select Regular User or Admin User for the Task Manager Role.
   1. Admin User: Allows users to create tasks for themselves and assign tasks to others.
   2. Regular User: Allows users to create tasks only for themselves.
10. Select Administrator, User, or Budget Manager for the Support Role. 
    1. Administrator: Selecting this role gives the user access to both the Full Experience and the Budget Manager Experience (BME). Also, when a support administrator clicks the Get Help icon, they can find all help and support-related resources under one header.
       
    2. User: Selecting this role causes the Budget Manager Experience checkbox to appear. Selecting this checkbox gives the user access to both the Full Experience and the BME. If the checkbox is not selected, the user can only access the Full Experience.
    3. Budget Manager: Selecting this role allows users to access only the Budget Manager Experience (BME). Within BME, the user can access only the artifacts (templates, reports, or dashboards) that finance teams share with them. The user will not have access to any other functions available in the Full Experience. For more information on the capabilities of a Budget Manager, click here.
       Note:

       The number of available Administrator roles is based on your Service Level Agreement (SLA).  
11. Select Yes if you are adding a Dynamic Planning user. The Dynamic Planning Role drop-down list will be displayed. Select any of the Power User or Contributor User or Reviewer User for the Dynamic Planning Role.
    • Power User: Downloads all metadata, ensuring full access to dimensions with all privileges (PCR super admin/reporting admin)
    • Contributor User: Creates models, views, reports, or EBRs using the metadata downloaded by the Power User
    • Reviewer User: They can view the members they cannot access, but the data in those cells will appear blank
      Note:

      The Contributor and Reviewer user needs to be assigned to a user group in the Dynamic Planning application.
12. Additionally, configure the following settings to enable or disable specific user access and security features:
    1. Select Background Administrator to disable the user from logging into all Planful applications other than through Web Services. This is useful for a typical user account which is created to perform back-end tasks, such as DLR loads, Cloud Scheduler jobs, etc.
    2. Select Disable Password Expiration Check so that the normal password expiry policy is not applicable for this user. This is useful for a user account created to perform back-end tasks, such as Data Load Rule loads, Cloud Scheduler jobs, etc.
    3. Select Enable Two Step Verification to prompt users to select a method for receiving a verification code (SMS, email, or phone app) that they will use as part of their login process. This will enhance login security for the users. To learn about selecting a two-step verification method, click here.
       Note:

       Two-step verification is applicable only for login through the application web page, for both Native and SSO user accounts. It does not apply to login authentication via Excel Add-in, Offline Planning or web service requests.
    4. Select Enable Web Service Access to allow the user to import data from external sources into the application through Web Services.
    5. Select Enable Post Message to allow the user to post announcements.
13. Click Save.