User Manager

Owned by David Depman
Last updated: Sept 12, 2024
5 min read

In order to work with ClosePlan, users must be provided with a ClosePlan License and the correct Permission Sets using the ClosePlan User Manager.

Configure ClosePlan Permission Sets

If no configuration exists, a prompt will appear. If no prompt appears, this step has been completed.

To configure Permission Sets, you must be System Administrator or have 'Manage Profiles and Permission Sets' permission granted in Salesforce.

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  • Go to ClosePlan Admin tab > User Manager

  • If no configuration exists, a prompt should appear.

    • If there is no prompt, click ‘Configure’ in the Permission Set Configuration section.

  • Click ‘Configure' next to the desired License type or click ‘Configure All Available’ to configure all License Types available in your Organization, and confirm.

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  • Follow the prompts

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After Permission sets are configured, refresh the page.

Configured Permission Sets appearing under the 'Permission Set Configuration' section should have the green checkmark. If not, please wait several minutes and refresh again.

NOTE: Permission sets are usually saved in a few seconds, but some organizations may have delays of up to several minutes.

Once the configuration is saved, you may proceed with user provisioning.

User Provisioning

User provisioning using the User Manager allows you quickly find users based on their name or profile and provision them. When provisioned, Users/Admins will have all necessary permission sets.
There are several ways to provision users:

  • Provision a single user:

    • Provision a single user by clicking on the User name

  • Assign Group:

    • Select multiple users using the checkbox and click the ‘Assign Group’ button.

    • All selected users will be provisioned with identical settings

    • Please Note: Assign Group will NOT remove assignments.

      • To remove a license from a User, select the User’s name to remove a single license, or select the Users and choose Edit Group

  • Edit Group:

    • Select multiple users using the checkbox and click the ‘Edit Group’ button.

    • Every selected user is represented as a single row, and can be edited independently.

 

 

The following configuration fields are available in the modal when provisioning users:

  • Status

    • Only Active Users will be able to work with ClosePlan.

  • Access Level

    • User: Allows users to work with ClosePlan as a standard user.

    • Admin: Assigns the same rights as a User, plus the ability to manage application settings and configurations.

  • Suite-wide Licensing

    • Read Only: Grants selected Users ‘Read Only’ access to all modules

      • Can be combined with a ‘Full Access’ module license

    • Full Access: Grants selected Users full access to all modules

  • Per Module Licensing

    • Allows individual modules to be assigned to selected Users as ‘Read Only’ or ‘Full Access’

    • ‘Full Access' can be combined with ‘Read Only’ Suite licenses

  • Enable Account Planning

    To enable Account Planning, talk to your Customer Success Representative, or send an e-mail to support@people.ai with your Organization ID.

Layout & Navigation Overview

 

  1. User Manager: 

    • Standard Users - Shows the number of active Standard Users 

    • Admin Users - Shows the number of active Admin Users

    • Users Total - Shows the number of total active users (Standard Users + Admin Users)

  2. License Information - Shows the # of Assigned and Provisioned modules
    Example: 3/10 means that 3 are assigned out of a total of 10 provisioned.

    1. Suite: Provides the User with access to the 3 individual Opportunity Modules:

      1. Deal Playbook

      2. Deal Scorecard

      3. Deal Relationships

    2. Deal Playbook: Provides a User with access to the Opportunity Playbook only

    3. Deal Scorecard: Provides a User with access to the Opportunity Scorecard only

    4. Deal Relationships: Provides a User with access to the Opportunity Relationship Maps only

Suite Licenses assign access to all 3 Modules. Suite Licenses do not provide access to individual Modules. If you need to assign individual access to Modules and you do not have individual licenses available, please contact your Sales Representative or Customer Success Manager.

Suite Licenses are required to have access to Account Plan modules.

  1. Legend

  2. Tools

    1. Import Users - Imports lists of Users in CSV format

      1. Click Import Users to open a modal

        1. Download the Sample CSV file

        2. View all available API References

        3. Upload the CSV file to import Users

    2. Export Users - Exports all Active Users in CSV format

    3. Redistribute Permissions - Manually triggers a permission set redistribution process.

    4. Clean Up Licenses - This button will be active if Licenses are assigned to Inactive Users.

      1. Clicking this button will return Licenses to the Available count.

  3. Permission Set Configuration - Shows which permission sets are configured

  4. Search Fields - Search for Users by field type

    1. All Users: Search according to status

       

    2. Profile: Search for a specific Profile

    3. Search: Search for a specific User

  5. Shows only Active Users. (Deselect the check box to see all Users). 

  6. Number of currently selected Users

  7. Assign Group, Edit Group, and Clear (See description above)

  8. User List - List of all Users and their settings