Configuring basic account management for application managers
You can set up and customize a User account list definition to enable application managers to do some basic user account management.
 | Preconditions: • In Planon ProCenter > TSIs, the PersonnelListLayout has been added to the Self-Service modules > Account > User account step. • the Add sub user account action and Link navigation group link are added to the PersonnelAddEditDetails layout. |
Procedure
1. Go to > .
2. On the action panel, click Add user account list.
3. Enter a Code and Description for the web definition.
4. Click Save.
A User account list definition is created.
This is only a 'container' web definition. In order to configure a User account list, you must add a Sub user account web definition.
| | You can use various sub user definitions to represent user groups / departments. |
5. On the action panel, click Add sub user account.
6. From the pop-up, select a personnel-related business object for which you want to have the data to be displayed on the form.
7. Click OK.
8. Enter a Code and Description for the sub web definition.
9. Click Save.
An Add page, Details page and an Edit page are added to the sub account definition.
On the Add page, specify the title, help text, and translations to be displayed on the web form. Also configure:
◦ the Account block: the account details of the linked user account.
◦ the Personnel block: the details of the linked person in Personnel.
◦ the Account settings block: the user account settings of the linked person.
On the Details page, configure:
◦ the Account block: the account details of the linked user account.
◦ the Personnel block: the details of the linked person in Personnel.
◦ the Account settings block: the user account settings of the linked person.
◦ the Change password block: the actions for the Change password dialog box. Cancel and Change password and log off are available by default.
On the Edit page, you can configure the fields for the user account settings. Also configure:
◦ the Account block: the account details of the linked user account.
◦ the Personnel block: the details of the linked person in Personnel.
◦ the Account settings block: the user account settings of the linked person.
| | On the on the Add page and Edit page > Account block > User account groups field , you can make settings to either include or exclude user groups from being offered for selection to the end user when adding / editing user data. This enables you to 'authorize' which user groups can be linked to a user, without having to create authorization filters. There are two fields involved in making these settings: |
◦ User group filter behavior field, select whether you want a filter based on inclusion or exclusion of user groups / users
◦ In the fields User groups to be included / excluded, select the user groups that must either be included in or excluded from selection on the Add / Edit forms.
10. Go back to the User account list web definition and select a default reference to a sub account in the Default account reference field.
11. Go to the User account list and select the List block, to make the necessary filter settings that determine which user groups / users will be displayed on the user account list.
12. Select the User and user group filter behavior field and enter the filter method you want to use:
◦ Exclude (is the default setting; selected user groups / users are not displayed)
◦ Include (selected user groups / users will be displayed)
13. In the fields User groups to be included / excluded and Users to be included / excluded, select the relevant user groups / users.
User groups and users will either be displayed or not displayed on the User account web form in Planon ProCenter , according to the selected filter behavior. Example: you select the Exclude filter behavior and you select 'ADMIN' user groups and specific users, to prevent these from being viewed / added / edited by people who are only allowed to perform basic user account management. The settings work on the basis of the 'OR' principle: if persons are excluded as 'user' while none of their user groups are excluded, these persons are still hidden from display and cannot be selected.
14. Click Save.
You have configured a Self-Service user account list that can be opened by an account manager to view, add and edit personnel and user account data.
To 'launch' the web definition, you have to link it to a relevant navigation group. For more information, see Linking web definitions to navigation groups.
| | If an account manager creates new user accounts via this user account list, the new users are automatically notified about this fact if you configure the following: create a mail merge template for the email notification and select it in the Reset password report field in > . |
| | • For generic information on (re)setting passwords via the Planon Web Client Authorization TSI, see Authorization • For generic information on configuring mail merge templates, see the Reports user documentation. |