Skip to main content

Users

Sign in Solutions Planner - How to edit and create users

Updated over 10 months ago

Navigation options in this tab

In this tab, you have access to the following items on the left side of the screen:

  • Location field: Select which location you wish to see.

  • Users: Shows all the users on the location.

  • Roles: Shows who has the different roles.

  • VIP: Shows who have access to the different VIP categories.

  • Search: Here you can search for a specific person by name or initials.

image.png

User List Features

In the list of users, you can:

  • Choose how many users you want to see per page

  • Use the search box to search by name or initials

If you click the pencil in Actions, you can:

  • View which VIP categories the user has access to

  • See the roles the user has

  • Access activity information

!! Recommendation: If you import and manage users from your AD, make all changes to the users in AD, not in Planner.

image.png

Manual User Creation

  • Step 1: Click on "New User" in the top right corner.

  • Step 2: Fill in all relevant information about the user and assign the relevant roles.

  • Step 3: If you have local rights, you will only have access to your own location. If you have global rights, you will have access to all locations in the solution.

  • Step 4: Remember to click "Save."


!! Important: Every user must have a minimum of one department, billing account, and meeting type in Pronestor.

Planner Only Attribute Set

(Only available in Exchange/Graph setups)
Must be set for users who can book a room, but where the users themself don't have an Exchange calendar.

_Ex. Site is configured towards company XYZ.COM Azure with Azure AD and Exchange Online room resources. A user coming from ABC.COM has a user account, not linked to site domain, but who should be allowed to book rooms in the XYZ.COM domain via Planner. _

That user must have "Planner only" attribute set

Did this answer your question?