User management
Planning allows you to manage user permissions access to your company’s budgets. All users in your company who currently have access to budgets appear in a centralized location in Planning. A company owner can access the Administration menu to manage users and view an Audit log of user management activities.
You need to add a user to a company before you can share a company budget with them.
Looking for guidelines for a specific user management task, check out User management FAQs.
Administration overview
A user with administrator privileges (Company owner) has the highest level of access to the application and can do the following:
- Create users
- Assign user types - company user, consultant, support
- Modify user access - active or inactive
As a Company owner, you have access to the Administration option from your user profile menu, where you manage user access to companies and company budgets. If you are not a Company owner, this menu option does not appear.
Audit log
The audit log tracks all activities associated with user management. You can click the hyperlinks from the Action details column to see the user details, depending on the action performed.
Add a new user
To add a new user to a company:
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If you have access to multiple budgets of one or more companies, select the relevant company from the company dropdown you want to manage and allow user access.
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From the upper-right corner of the toolbar, click on your user profile and select Administration > User Management.
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From the User tab, click Add new user.
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Enter the User details.
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Select Owner if you want to designate the user as a company owner.
To remove a company owner, select the user from the Users list and clear Owner.
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Click Save. The new user is added to the Users list.
After you add a new user to a company, an email is automatically sent to the new user that contains a login URL and a temporary password.
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From the user profile menu, select My budgets to return to your budget.
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