User Types and Security

User Types

User Types define whether users belong to your business internally or externally. Internal users are referred to as Business users, while external users are referred to as External users.

User Roles

There are three user roles available in Dynamic Planning. The tables below provide information on the tasks and subtasks available to each user role:

Power Users

Contributor Users

Reviewer Users

When logged in, user information, such as role and group assignments, the currently used application, and the product version, is accessible from the Info menu item.

User Role Permission, Access, and Security

Unified Tenant

A Unified Tenant enables access to both the Web-based application and Spotlight through a single URL. If you are a customer of both applications, the Planful support team will unify your tenant. Subsequently, you will receive an email notification confirming the completion of the tenant unification process. This email will provide a URL where you can set up your login credentials.

By default, a unified tenant includes an Admin user, who possesses the authority to create multiple users within the tenant. All users within a unified tenant are referred to as Unified Users. These users can conveniently utilize a single URL to log in to both applications. To learn more about How to create a Unified User, click here.

Automatic Signout

Automatic sign-out from Dynamic Planning occurs in two scenarios:

• Inactive Session: If your session remains inactive for 60 minutes, the system will automatically log you out.
• Foreground Process Timing Out: Running extensive processes, such as a Calculation, in the foreground for more than five minutes might lead to a timeout. It's considered a best practice to execute such processes in the cloud (background) to avoid timeouts.

Unique URLs for Artifacts

The following functions in the Dynamic Planning module have unique URLs:

• Reports
• Plans
• Analyze
• Models

These links can be shared with other users and utilized within tasks in Task Manager. Additionally, the External Link feature enables the addition of links from any module within Dynamic Planning to tasks in Task Manager.

To learn more about Creating tasks in the Task Manager using External Link, click here. 

Guard Rails

Online Help, Support, Community, and Solution Exchange

The Support Portal, Customer Community (Get Satisfaction), and Solution Exchange (https://solutionexchange.planful.com) are available from Dynamic Planning, and authentication is required. Select the drop-down at the bottom of the Help button to expand a list box with links to navigate to Support, Customer, or Solutions.

Support Portal

When a user is created in Dynamic Planning, a login, and password is automatically created to access the Support Portal if the user does not already have a Support Portal account.

Customer Community

When a user is created in Dynamic Planning, a login, and password is automatically created to access the Customer Community if the user does not already have a Customer Community account.

Solution Exchange

Planful provides a Solution Exchange for customers and partners to research, share, publish, and download business solutions. It provides a library of best practice and commonly used business solutions using Planful Dynamic Planning.
Solution Exchange is readily available:

• The URL is https://solutionexchange.planful.com
• It can be accessed from the Planful website.
• It can be accessed from the Dynamic Planning application, on the Help menu.
  
• It can be accessed from the Blogs published by Planful to customers and partners.

Solution Exchange presents a library of solutions organized by industry at the top of the page. You can also scroll down to see all the solutions. Hover over each solution for a brief description, then click for an overview and technical details. Solutions may include downloadable attachments, screenshots, and solution stats.

Because all the Dynamic Planning solutions are unique, they naturally need to be adapted to fit your organization.

If you are interested in a solution :

• After reviewing the details of the solution, click the Contact Us button.
• You are asked to fill out a form with your contact information.
• The information on the form is sent to the Planful Sales team, who will get in touch with you to explain how to use the solution or put you in touch with the partner who produced the solution.

If you have a solution you want to share :

• Click Submit a Solution on the Solution Exchange home page.
• You are asked to fill out a form with your contact information about a brief description of the solution.
• The information on the form is sent to the Planful Sales team, who will get in touch with you to discuss the solution and approve it for placement on the Solution Exchange.

Global Settings for View and Report Properties

Admin users can set default values for key properties available in Views and Reports. This enhancement provides flexibility for Admin users to define the default behavior from a centralized application page for key properties available in Views and Reports. Admin users can also either allow or restrict Contributor and Reviewer users from updating the key properties.

Select the Manage task and the Application Administration, Application Settings subtask.

Defining Default Behavior for View and Report Properties

Under the View and Reports sections, there is a field called Default Value where you can set default property values for Views and Reports.

For Views, an Admin user can set the default value for Display, Indent Row Members, Show Hidden Members, and Enable Save properties. Default values for Dimension Number Format and Lock properties are not applicable.

For Reports, an Admin user can set the default value for Display, Hide Gridlines, and Hide Headers properties. Default Value for Save on Model and Calculation on Save properties are not applicable.

In the example below, under View, Code is selected for Display Label. That means that for all new Views created from the date and time the setting was saved, all Views will display Code for Display Label. And, under Reports, the Admin user selected No for gridlines and headers, which means that any reports created from the date and time the setting was saved will not show gridlines and headers.

Restricting Contributor and Reviewer Users From Updating View and Report Properties

The “Allow Contributors to Update Properties” and “Allow Reviewers to Update Properties” fields are located under the View and Reports sections located on the Manage > Application Settings page.

Select properties for Views and Reports that you want to allow or disallow Contributor and Reviewer users to update the Display Code for Views. For Reports, Contributor users might be able to update the Display Code as well as hide or unhide gridlines and headers.