Working with a User account list
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Precondition: A User account list web definition has been configured and added to a relevant navigation group. In Planon Accelerator, a user account list with the title Users is published in the Accounts navigation group. For more information, see Configuring basic account management for application managers.
The User account list functionality enables application managers to do some basic user account management in a single place. Administrators who require more extensive authorization functionalities should use the other navigation items in the Accounts navigation group, which may also require more extensive rights.
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For more information on working with authorization in Planon ProCenter, see the Authorization user documentation.
Procedure
1. On the navigation panel, select the navigation group and navigation item where the user account list is published.
In Planon Accelerator, you go to Accounts > Users.
A list of user accounts is displayed.
2. Use the search bar to find a person by User name, Person, Department and User account group.
3. Click the Add button on the top left to add a new person.
The fields displayed can be configured in the Details page and Edit page of the sub account created. For more information, see Configuring basic account management for application managers.
4. Click the Show inactive accounts button to view and edit the inactive users.
5. For every person, you have a set of actions that you can perform on that person. You can access these in the Show actions shortcut menu. The actions are given below:
Anonymize - You can anonymize the user.
Reset password - You can reset the user's password
Reset 'forgotten password' attempts - You can reset the number of forgotten password attempts. This option is only displayed if the reset forgotten password function is active in Authorization. For more information, see Authorization > Clearing forgotten password attempts.
6. Select a person. The details are displayed in the right pane.
7. Click Edit to change the person's details.
8. Make any necessary changes on the edit form.
9. Click Submit.