Account Details

Open your profile area in the header and choose Account Details to manage your own account. Administrators use Setup > Users for staff permissions, default dashboards and other user settings.

Change your details

Update First Name, Middle Initial, Last Name or Email, then click Update Account. Use an email address that you can receive messages at: support replies and requested reports use your account address.

If the email is already used by another user, PlanMan keeps your existing email and reports the problem. Read the result message after saving. Other account changes can be saved even when the email or a requested password change is rejected.

Leave Remaining is displayed here as a read-only value. Ask an administrator to correct the allowance on your user record if needed.

Change your password

1. Enter the new value in Password.
2. Enter your existing password in Current Password, which appears when you start entering a new password.
3. Click Update Account and read the result message.

Leave Password blank to keep your current password. New passwords need at least eight characters, uppercase and lowercase letters, a number and a symbol. They also pass a strength check and must not match one of your last five recorded passwords. Follow the specific message if the new value is rejected.

If PlanMan takes you here because your password has expired, complete the password change before continuing to other pages.

Set notifications and shortcuts

Choose the events you want under Notifications, then save with Update Account. See User Notifications for delivery behaviour.

Under Shortcuts, select the actions you use regularly and save. The shortcut menu can then provide quick access to actions such as adding records, recording time and requesting leave. A shortcut does not grant the underlying permission.

Manage connected services and sign-in security

Use Manage Office 365 to connect or disconnect your Microsoft mailbox. See Microsoft 365 email for sending and reply imports.

Choose Setup 2FA to add an authenticator, or REMOVE 2FA to remove the current setup while signed in. Follow Two-factor authentication for those steps. Changing your name or email does not replace your authenticator setup.