Email Verifications

Commonly asked email verification questions and answers are provided below.

1. Can the deadline be extended if several users have not validated their email address? Yes, but Planful recommends that Administrative users manage Regular users to ensure that this is a last resort. When a deadline expires, proceed by following validation steps, which will be presented at the time of expiration.

2. What happens if the user ID is an invalid email address? Contact your administrator who can edit your user ID.

3. What happens if an administrator makes a mistake when editing the user ID or a new user is created with an invalid email ID? The administrator may edit the user ID and replace it with a valid email ID.

4. The application displays a message indicating that the link is to validate my email has expired. What do I do? The email links sent to users have an expiration date for security purposes. In such cases, users are required to place a new request for an email link.

5. The email validation feature is available in my production environment and some users are validated and some are not. What happens if the environment is refreshed? The application will retain the settings of the users who have validated their email. Users who have not validated their email address will be asked to do so.

6. I forgot my password and when I access the Forgot Password option, I'm presented with a new process. What do I do? Continue with the process presented. You will be sent an email with instructions and a link with additional steps. Click the link and provide answer to your secret question.

7. I am an SSO user. How will the email validation process affect me? Email validation does not affect users logging through SSO authentication.

8. I want to set a custom secret question and I do not see option to do so. What should I do? The Planful application does not support custom secret questions. You must choose from one of the pre-defined secret questions listed.

9. I forgot my secret question and couldn't reset my password. How can I reset it?  To reset your password, you have a couple of options:

• 1. Contact Planful Support: Reach out to Planful Support for assistance resetting your password. (or)
  2. Contact your administrator/user with User & Role Management access to reset your password. 
  • Here are the steps to reset a user's password:
    1. Navigate to Maintenance > Admin > User & Role Management.
    2. On the User page, select the specific users for whom you want to reset the password.
    3. Click Reset Password.
    4. On the Password Reset page, click Send.
    5. The user will receive an email with a link to reset their password and secret question.
    After the password and secret question have been reset, the user can log in again.