Manually Add a User to Planful

Steps to Add Users via the User Application Page

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

2. Click Add.

3. Enter a valid email address, 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 through Single Sign On. (Planful supports all providers who support the SAML 2.0 standard.)

   • Hybrid — Login to Planful using the Login page or through Single Sign-On or both.

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.

8. Select Regular User or Reporting Administrator for the Reporting Role.

9. Select Regular User or Admin User for the Task Manager Role.

10. Select User or Administrator or Budget Manager 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 or a Budget Manager support role.
    If you select the Budget Manager role, the user can access only the templates or reports shared with them. For more information on the capabilities of a Budget Manager, click here.

11. Select Yes if you are adding a Dynamic Planning user. The Role drop-down list will be displayed.

12. Select any of the following role based on your requirement

    • Contributor

    • Power

    • Reviewer

      Note:

      The Contributor and Reviewer user needs to be assigned to a user group in the Dynamic Planning application

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

14. 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 DLR loads, Cloud Scheduler jobs, etc.

15. Select Disable Password Expiration Check so that normal password expiry 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, Cloud Scheduler jobs, etc.

16. 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 process.

17. Select Enable Webservice Access to enable web services access for the user.

18. Click Save.

What is Two Step Verification and How Does It Work 

In order to enhance login security for your applications, enable optional 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 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 then click Edit, or click Add to create a new user. The Edit 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 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 for importing data from an external source into the Planful application through Web Services.

See: Integrating with Planful

How to Reset an SSO User's Password

This information is applicable to Single Sign On (SSO) users for Offline Planning and Web Services configuration.

SSO users will have a Reset option available on the My Settings > User Information tab, accessed by navigating to Maintenance > My Settings > User Information. Click Change Password and follow the instructions to reset your password.

The first time an SSO user sets their password, Planful will not check for a current password. Subsequently, SSO users will be asked for a current password. You can change your password only if you enter the correct current password. You will be notified if the password entered does not match your current password.

Use password reset when you do not remember your current password. Click the link (Click Here to reset your password). An email will be sent and you will be guided through a process to reset your password.