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Users

There are two types of Users - Internal and External

Internal Users

These users can have a variety of permissions which allows them to access/create/update/delete almost all the features inside the platform

External Users

Plan Icon Creator

These users have very few permissions which allows them can see Flows, Tasks, Business objects and start Flows

Settings:

  • Status*: Active/Inactive, when Inactive the user cannot sign in into the platform
  • First name*: The first name of the user
  • Last name*: The last name of the user
  • Username*: The user must have either an Email or Username, used for signing in into the platform
  • Email*: The user must have either an Email or Username, used for signing in into the platform
  • Password*: The user must have a password with minimum length of 16 characters and contain lower and upper case, number and special case
  • Phone number: You can set a phone number to your users
  • 2FA: Multi-Factor Authentication which works with authenticator apps like "Google Authenticator" or "Microsoft Authenticator", if set up the user will be asked for a 5-digit code when singing into the platform (plus the normal email and password)
  • SSO: You can set up Single Sign-On for your users - "Google", "Azure Active Directory" and others
  • Avatar: you can upload an image or stick to the default avatar - first letter from the user first name plus the first letter from the user last name, "Marta Schmidt" becomes "MS"
  • Role*: The user must have a role, the role decides what the user will be able to see and do inside the platform
  • Groups: The user can be a part of many groups

Notes:

  • The user can have both an Email and Username
  • If the user is using SSO to login you do not need to set Email and Password