Application management : Accounts : User group : User : Access keys : Configuration
Configuration
Before you can start using access keys, you must implement the following configuration steps:
• Generate an access key pair.
• Add the Access keys step to User groups > Settings.
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This only needs to be done once.
• Create the access keys and distribute them to the authorized users.
For more general information on access to Planon via keys please also read: Security - Access to Planon features via encrypted keys.
Generating an access key pair
1. Go to System Settings > Security.
2. Click the Key pairs tab and click Generate access key pair.
Planon will generate an access key pair and will automatically populate the corresponding fields on the Key pairs tab. For information about these fields, see Key pair fields.
Generating access keys
1. Go to Accounts > User groups.
2. Drill down to Settings > Access keys.
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 web 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.
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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.