Understanding the User Management Interface - User Add Page

Add users to Planful with the User Management - Add User application page. Optionally, enable Two-Step Verification and provide Web Service access.

For additional information, see the User Management Admin Guide.

Steps to Add Users

1. Access the User page by navigating to Maintenance > Admin > User Management.

2. Click Add.

3. Enter a valid email address in the User Name field, which will serve as the user's login ID.

4. Select a User Authentication Mode:

   • Native —Login to Planful using the Login page.

   • SSO Provider —Login to Planful via Single Sign On. (Planful supports all providers who support the SAML 2.0 standard.)

5. Enter the user’s first and last name.

6. Select the user’s status, Active or Inactive. Users must be Active to access Planful.

7. Assign a navigation role to the user. See the Navigation Role topic for information on what a navigation role is and how to create one.

8. Select Regular User or Reporting Administrator for the Reporting Role. A regular user does not have the same access and privileges as a reporting administrator.

9. Select Regular User or Admin User from the Task Manager Role list-box. For everything you need to know about Task Manager, see the Task Manager guide.

10. Select User or Administrator for Support Role. The number of available Administrator roles is based on your Service Level Agreement (SLA). Select whether the user you are adding needs an Administrator support role or a User support role.

11. Support ID is read-only field updated based on your system setup.

12. Select Background Administrator to disable the user from logging into all Planful applications other than through Web Services. This is useful for a typical user account which is created to perform back-end tasks, such as Data Load Rule loads and Cloud Scheduler jobs.

13. Select Disable Password Expiry Check so that the normal password expiration policy is not applicable for this user. This is useful for a user account created to perform back-end tasks such as Data Load Rule loads and Cloud Scheduler jobs.

14. Select Enable Two Step Verification to prompt users to select a method for receiving a verification code (SMS, email, or phone app) which they will then use as part of their login authentication process.

15. Select Enable Web Service Access to enable Web Services access for the user.

16. Click Save.

What is Two Step Verification and How Does It Work

In order to enhance login security for your applications, you can enable 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 authentication 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.

How to Enable Two Step Verification for a User

1. Navigate to Maintenance > Admin > User Management

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

How to Select a Two Step Verification Method

1. Navigate to Maintenance > Overview > 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.

What is Web Service Access

Web Service Access allows users to define security access to import data from an external source into the Planful application through Web Services.

See: Integrating with Planful.