How can SSO Users Manage Login Passwords for Planful Add-ons?

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Managing passwords for Planful add-ons differs slightly for SSO users over native users. This article will guide SSO users who have opted for Planful add-ons on how to set and change their passwords for those add-ons.

The applicable Planful Add-ons for SSO users are:

  • Offline Planning
  • Airlift XL
  • Excel Addins 
  • Web Services configuration

How to Set Up a Password for the Planful Add-ons as an SSO User?

To set a password for the first time as an SSO user for any of the Planful Add-ons, follow the steps below:

Note:

The Change Password option is not enabled by default for SSO users. Contact the Planful Support Team to enable this option in your application.

  1. Navigate to Maintenance > My Settings > User Information tab.
  2. Click the Edit option next to the Change Password.
  3. Enter the New Password and Confirm Password, complying with the application's password policy.
  4. Click Save.

The first time an SSO user sets their password for the add-on login, Planful will not check for a current password. Subsequently, SSO users will be asked for their current password. 

How to Change Password for the Planful Add-ons as an SSO User?

To change the current password for the Planful Add-ons as an SSO user, follow the steps below:

  1. Navigate to Maintenance > My Settings > User Information tab.
  2. Click the Edit option next to Change Password
  3. Enter the Current Password, New Password, and Confirm Password in their respective fields.
  4. Click Save to change the password.