Set up a Power User with Access to Everything

Power users have access to everything including groups, models, views, and reports. To set up a Power user, complete the following steps.

In Practice: Add a Power User

1. Select the Manage task and the User Management subtask.

2. Enter the Power user’s email address in the Username field.

3. Select Power user in the Role field.

4. Enter the first and last name of the Power user in the Name field.

5. Enter a temporary password for the Power user in the Password field. Make sure you let the user know what the temporary password is. The Power user can change it at a later time.

6. Select a User Type: Business or External. For information on these types, see User Types.

7. Click Save.

Best Practices/Tips

• You can add a user to another application, however, the user role must remain the same. User roles are globally enforced, which means that if you add an existing user to a new application, the user will automatically have the same role.

• As a Best Practice, Business users should manage only Business users. For any changes related to External users, contact Planful Support.

  • If you are a Business user, you can add only new Business users. You cannot add a new External user.

  • Only External users can create new External users.

  • However, if you are a Business user, you can add an External user to your application if the External user name already exists.

  • For example, External Partner A has worked with Business Customer P before, and External Partner A has an External username. When Business Customer X starts working with External Partner A, they can add External Partner A to their application because External Partner A already has a username (usernames are global). Business Customer X cannot add a new External Partner B, though, if that is a new username to the Planful system.

  • Business Power users can change the password of a Business user but not an External user. If an External user wants to change their password, they should contact Planful Support.

In Practice: Add a Power User to User Groups

1. Select the Manage task and the User Group subtask.

2. Enter the Power user’s email address in the Username field.

3. Select the group that you defined for Power users in the Group field. *

4. Click Save.

   If you have a Contributor Review user with access to only specific user groups and you make the Contributor or Reviewer user an Power user, you will need to update group access.

* Group names are user-defined. So, you can name groups to best suit your needs.

Power users have access to all models, views, and reports so there is no need to assign access to these artifacts as you would with a Contributor or Reviewer user.