Unified Tenant
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Unified Tenant

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Article summary

A Unified Tenant allows you to log in to the Web-based application and Spotlight with one URL. Planful support team will unify your tenant if you are a customer of both the Web-based application and Spotlight. You will receive an email notification after the tenant unification. You can set up your login credentials with the URL provided in the email. A unified tenant will have an Admin user by default, and the admin user can create multiple users in the tenant. All the users of a unified tenant are known as Unified Users. These users can use a single URL and log in to both applications.

How to create a Unified User:

  1. Go to Maintenance> Admin> User & Role Management.
  2. Click the Add icon. The Add User screen appears.UnifiedTenant_AddUserIcon1
    UnifiedTenant_AddUser
  3. Fill all the fields with the required details.
  4. If you set Dynamic Planning User to Yes, the Dynamic Planning Role drop-down appears. You can set the role for a user from here, and these users are the unified users.UnifiedTenant_AddUser_DynamicPlanningUser
  5. Click Save to add the user.

You can also edit the user with the Edit icon and click Save to update the changes.UnifiedTenant_EditUser1



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