Introduction and fundamentals : Fundamentals : Overview : Planon ribbon : My account
My account
Planon features a My account button to allow users to edit their personal information. The button is available in the Account menu.
Using My account, a user can change his/her password, edit personal data and other settings by clicking the Edit button.
Planon provides the following basic options in the My account pop-up. The Planon application manager can add or remove fields to this pop-up by using Web Configuration .
• Account details
The user can view his/her User name, Password expiry date and change password using the Change password option.
• Personal data
The user can edit his/her personal data such as First name, Surname, Email, Telephone, Property, Department and Photo. Users can change their photo by dragging and dropping an image or by browsing for the right file.
• My account settings
The user can change specify settings such as Theme, Use 24 hour notation?, Planon Language, Displayed unit of length and Autoselect first item in list.
*To view the changes, save and re-login to the account
The name displayed in the My Account drop-down is derived from the person or account. The following table indicates which name is displayed:
Account
Person
Displayed
User name
Description
First name
Last name
WEASLY
Adam Weasly
Adam
Bilt
Adam Bilt
WEASLY
Adam Weasly
Adam
Adam
WEASLY
Adam Weasly
Bilt
Bilt
WEASLY
Adam Weasly
Adam Weasly
WEASLY
Adam
Bilt
Adam Bilt
WEASLY
Adam
Adam
WEASLY
Bilt
Bilt
WEASLY
WEASLY
The photo displayed on the My Account drop down is determined based on the following table:
Account - Photo
Person - Photo
Photo displayed in 'My Account'
Y
Y
Person-Photo
Y
N
Default image
N
Y
Person-Photo
N
N
Default image
When the Person-Photo of the linked person does not have a value, then a default image will be displayed. This image placeholder will have a colored background with one or two characters. The following example shows which characters will be displayed in the placeholder:
Account - User name
Person - First name
Person - Surname
Displayed
WEASLY
Adam
Bilt
AB
WEASLY
Adam
A
WEASLY
Bilt
B
WEASLY
W
*When Person - First Name and Person - Last Name both do not contain any value, it means either the fields are empty (none of them are system mandatory) or there is no person linked to the account.