Dynamic Planning User Management
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Dynamic Planning User Management
- 3 Minutes to read
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Overview
Select the User Management subtask to manage Dynamic Planning users.
Description of Fields
Username
The User's login ID.
Role
Select from Power, Contributor, or Reviewer. For information on each of these roles, see User Roles.
Name
Full name of the user including first and last. Optional.
Password
Enter a temporary password for the new user.
User Type
Select from Business or External. For information on these types, see User Types.
Access Key
The access key generated on the Access Token page.
Locked Status
Locked - Indicates the user is locked and can't sign on to the application.
Unlocked - Indicates the user can sign on to the application.
How to Lock a User and Prevent Sign On
Note:
By default, all new and existing users are set to Unlocked.
Password Changed On
The date the user’s password was last changed.
Created On
The date the user was created.
Created By
The person who created the user. A Business Power user logged in will see the actual username of the person who created an account. An External Power user logged in will not see the username of any other external users who created an account; they will see only "Power user."
Note:
User names are global across all Planful tenants, and External user names will be shown as "Power user" in the Created By and Modified By columns.
Modified On
The last date that the user account was changed.
Modified By
The person who last changed the user account. A Business Power user logged in will see the actual username of the person who modified an account. An External Power user logged in will not see the actual username of any other external users who modified an account; they will see only "Power user."
Note:
User names are global across all Planful tenants, and External user names will be shown as "Power user" in the Created By and Modified By columns.
Adding a User
In Practice
In the Username cell enter the user's login ID.
In the Role cell, select Power, Contributor Reviewer. For information on each of these roles, see User Roles.
Enter a temporary password for a new user in the Password field.
Select a User Type: Business or External. For information on these types, see User Types.
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.
Deleting a User
To delete users, remove the username.
You can also edit Business users.
Click Save to commit the edit, deletion, or addition or a user.
Note:
User role does not take effect until the user logs out of the current session and then logs back in. For example, if you assign a Reviewer user to a Contributor role, that user must log off and then log in to have Contributor role privileges.
Sharing Reports and Views
Power users can define views and reports to be shared with Reviewers and Contributors. The Reviewer or Contributor user can open the report or view, and dimension security established by the Power user is maintained.
Note:
This enhancement is applicable only to dimensions defined as filters or POVs in the view or report.
Example 1: If a Power user defines a view or report with a Department dimension filter (e.g., Sales), and selects the All Departments member against the filter, the view or report for Sales can be accessed by the reviewer.
Example 2: Similarly, a reviewer who has access to only two departments (e.g., Sales, Marketing) can use the view or report shared by the Power user.
Power User View: Reviewer, SUSER Group
Power User View: Reviewer in SUSER Group with Dimension filters applied
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