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(v2) Users
Reg Gray avatar
Written by Reg Gray
Updated over a week 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.

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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.

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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

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