Configuration
Before being able to use access keys, some configuration is required:
• You must generate key pair.
• You must add the Access keys step to User groups.
 | This only needs to be done once. |
• You must create the access keys and distribute these.
Generating a key pair
1. Go to > .
2. Click the Key pairs tab and click Generate key pair.
Planon will generate a key pair and will automatically populate the fields on the Key pairs tab. For information about these fields, see Key pair fields.
Generating access keys
1. Go to > .
2. Drill down to > .
3. Click Add to add an access key and fill out the required fields.
For more information about these fields, see Access key fields.
4. Click Save.
The access key appears in the Access key field.
5. Put your cursor in the field and copy its contents (CTRL+A and CTRL+C).
◦ The access key is an alphanumeric string that appears in a single line.
◦ You can generate multiple access keys.
6. Paste the content in a text editor to save it for later use.
7. Go to the form that you want to share and copy its URL.
8. Paste the URL in a new line in the text editor preceding the access key.
9. Add the string ?accesskey= to the URL.
For the various clients, this resembles the following:
◦ PSS: https://<planon-instance>.<planoninstallation.com>/case/BP/ PUB003/?accesskey=
◦ Kiosk: https://<planon-instance>.<planoninstallation.com>/kiosk?accesskey=
◦ SDK: https://<planon-instance>.<planoninstallation.com>/sdk/?accesskey=
10. Merge the URL and the access key into a single line.
You can now test the resulting URL. To do so, open a different browser and paste the new URL in the address bar and press ENTER.
The form to which you are granting direct access appears.
| | When sharing URLs via mail, chat or any other means of communication, invisible characters (zero-width space) may be added that invalidate the URL. When receiving a URL in such a way, pasting it in a text editor will remove these invisible characters. |