ADMINISTRATION

Viewing of users

Users are visible in the Admin Center.

Note

You can see whether a user is enabled or not by checking if they are grayed in the list of users.

Creating a user

To create a user, right-click in the window dedicated to Users > Add a user.

The following window appears:

Now specify the user characteristics and click on one of the following buttons:

  • Validate to create the user,

  • Cancel to cancel creation of the user,

  • Apply to create the user and subsequently create a new user. This button is available when creating a new user.

A user has the following characteristics:

Username

Define the user's username. This will be used as the user's login.

This username must be unique for each user.

Enabled

If this checkbox is checked, the user is enabled.

Uncheck this box to temporarily prevent this user from accessing VISUAL PLANNING.

Note

You can see whether a user is enabled or not by checking if they are grayed in the list of users.

Profile Photo

You can add a profile photo to the user.

Click on:

to add a photo,

to delete a photo added earlier.

LDAP

This field is automatically filled in when a user is created. It is:

  • empty if the user was created via the VISUAL PLANNING Admin Center;

  • LDAP or AD if the user was imported via the LDAP import functionality.

Warning

Authentication via LDAP is forced for import if the user already exists.

This function is for companies that use an LDAP directory server (Lightweight Directory Access Protocol), containing in particular all the logins and passwords of computer application users.

New Password

Information about the password

The password is necessary to access VISUAL PLANNING.

The first password is empty. This password is unrestricted and can be left empty.

The user is responsible for the password. The first time the user logs in this password is empty, and the user is asked for a new password.

The password is case-sensitive.

For subsequent modifications of the password, right-click on the user > Changed password.

The following window appears:

The user must enter the new password twice.

Information about typing in a new password

It is possible to ask a user to change their password, by checking the New password box.

In this case, the next time the user logs in, they must type in their old password, and then type in a new password.

Resetting the password

It is possible to reset a user's password by right-clicking on it > Reset password.

A window is displayed asking the user if they want to validate the reset or not.

The next time the user logs in, they will not be asked for a password. A window will then open enabling them to type in a new password.

Full name

This characteristic is optional. It is used to indicate the user's full name.

E-mail address

This characteristic is optional. It is used to indicate the user's e-mail address. It is necessary in order to send a manual e-mail from an event. (See Sending e-mail from an event)

Mobile phone

This characteristic is optional. It is used to indicate the user's mobile phone number.

Office Phone

This characteristic is optional. It is used to indicate the user's landline phone number.

Groups

View and/or modify the group(s) the user belongs to.

Licenses

View and/or modify the license(s) the user is linked to.

History

This field contains the user creation and modification history. Click in this field to display a new window detailing the modifications made previously.

Modifying a user

To modify a user, right-click on the user > Modify. You can also double-click on the user to open the editing window.

Make the modifications you want and Validate to save the modifications.

Deleting a user

To delete a user, right-click on the user > Delete.

A window is displayed asking if you want to validate deletion or not.

Caution

It is not possible to cancel deletion of a user.

It is possible to disable a user temporarily (see Enabled).

Send e-mail

Use this option to send an e-mail from the Admin Center to the selected user. The mailer window opens, and the recipient is the user.

Warning

This option is only available if the SMTP server has been configured properly.

Import users

It is possible to import users from an external file.

Prerequisites

Situation 1: *.TXT file: The column separator must be a tabulation (TAB character). There is no need for a first line of headers containing the column names.

It must have the following columns in this order:

  • Column 1: The user's Name,

and optionally:

  • Column 2: The user's full name,

  • Column 3: The e-mail address,

  • Column 4: The mobile phone number,

  • Column 5: The landline phone number.

Remark: Repeated imports

When several users are imported in succession:

  • Existing users will not be duplicated or modified

  • Users yet to exist will be created

  • Deletion of users is not managed by importing; it must be performed manually.

Situation 2: *.CSV file: You must have a column named NAME containing the user logins, and the following optional columns (separated by semi-colons):

  • FULLNAME: User's full name,

  • PHONE: User's phone number,

  • MOBILE: User's mobile phone number,

  • E-MAIL: User's e-mail address,

  • GROUPS: Groups the user belongs to (separated by commas),

  • LICENSES: Licenses the user is linked to (separated by commas).

Warning

If the person has already been created and their group is different in the import file, then it will be modified in VISUAL PLANNING.

No passwords can be imported.

Launching importing

In the Admin Center, right-click on a user > Import Users.

Choose the *.TXT or *.CSV file to import, then click on Open.

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