Manually Add a User to Planful

1. Go to Maintenance > Admin > User and Role Management.
   
2. In the User section, click the + icon to add a new user.
   
3. Enter the user's Email address. 
4. Select the User Authentication Mode from options like Native, SSO Provider, and Hybrid. 
5. Provide the user's First Name and Last Name.
   
6. Select options from the drop-down menus for: 
   1. Status 
   2. Navigation Role 
   3. Reporting Role 
   4. Task Manager Role 
   5. Support Role 
      
7. If adding a Dynamic Planning user, select Yes in the radio button. 
8. From the Dynamic Planning Roledrop-down, select the appropriate role: 
   1. Contributor 
   2. Power User 
   3. Reviewer
      
9. Check relevant options: 
   1. Background Administrator 
   2. Disable Password Expiration Check 
   3. Enable Two-Step Verification 
   4. Enable Web Services Access 
   5. Enable Post Message
      
10. Click Save.
    

Note:

You can modify the information of a user that already exists by clicking the edit icon.

In order to enhance login security for your applications, enable optional two step verification for users.

When enabled, users will be prompted to select a method for receiving a verification code (SMS, email, or phone app) which they will then use as part of their login process.

You can always change your verification mode, if desired. For example, if you configure verification through Google Authenticator App and then lose your phone, you can change to Contact Number (SMS) or Email; or, if you configure verification through Email, you can change to Google Authenticator App; and so forth.

1. Navigate to Maintenance > Admin >User Management

2. Select a user from the list then click Edit, or click Add to create a new user. The Edit User screen appears.

3. Select Enable Two Step Verification.

4. Click Save. The user will now be required to perform the two step verification process the next time they log in.

1. Navigate to My Settings > User Information > Two Step Verification.

2. Select Enable Two Step Verification then select a verification method:

   1. Contact Number (i.e., SMS) — Click Add Number to add a (mobile) phone device. The system sends a verification code to your phone. Enter your Verification Code then click Verify & Add.

   2. Email — Select and click the save icon. A verification code will be emailed to you, and the next time you login you must enter the code.

   3. Authenticator App (i.e., phone app) — Select and then click Configure. Follow the instructions on the Configure Authenticator App screen that appears, for your Android, iOS, or Windows phone device, and then enter your Verification Code when complete.

3. Click Save.

See: Integrating with Planful

SSO users will have a Reset option available on the My Settings > User Information tab, accessed by navigating to Maintenance > My Settings > User Information. Click Change Password and follow the instructions to reset your password.

The first time an SSO user sets their password, Planful will not check for a current password. Subsequently, SSO users will be asked for a current password. You can change your password only if you enter the correct current password. You will be notified if the password entered does not match your current password.

Use password reset when you do not remember your current password. Click the link (Click Here to reset your password). An email will be sent and you will be guided through a process to reset your password.