Dynamic Planning User Security
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Dynamic Planning User Security
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User Roles
There are three user roles available in Dynamic Planning. The tables below provide information on the tasks and subtasks available to each user role:
Power Users
| Dynamic Planning Functionality | SpotlightXL (Excel Add-In) | Spotlight (Web front end) |
|---|---|---|
| Analyze | ☑ | ☑ |
| Data | ☑ | ☑ |
| Design View | ☑ | ☑ |
| Design Report | ☑ | ☒ |
| Design Excel Report | ☑ | ☒ |
| Design Word Report | ☑ | ☒ |
| Design PowerPoint Report | ☑ | ☒ |
| Report | ☑ | ☑ |
| Run | ☑ | ☑ |
| Design | ☑ | ☒ |
| Excel Report | ☑ | ☒ |
| Model + All Subtasks | ☑ | ☑ |
| Manage + All Subtasks | ☑ | ☒ |
Contributor Users
| Dynamic Planning Functionality | SpotlightXL (Excel Add-In) | Spotlight (Web front end) |
|---|---|---|
| Analyze | ☑ | ☑ |
| Data | ☑ | ☑ |
| Design View | ☑ | ☑ |
| Design Report | ☑ | ☒ |
| Design Excel Report | ☑ | ☒ |
| Design Word Report | ☑ | ☒ |
| Design PowerPoint Report | ☑ | ☒ |
| Report | ☑ | ☑ |
| Run | ☑ | ☑ |
| Design | ☑ | ☒ |
| Excel Report | ☑ | ☒ |
| Model + All Subtasks | ☑ | ☑ |
| Manage + All Subtasks | ☒ | ☒ |
Reviewer Users
| Dynamic Planning Functionality | SpotlightXL (Excel Add-In) | Spotlight (Web front end) |
|---|---|---|
| Analyze | ☑ | ☑ |
| Data | ☑ | ☑ |
| Design View | ☑ | ☑ |
| Design Report | ☒ | ☒ |
| Design Excel Report | ☒ | ☒ |
| Design Word Report | ☒ | ☒ |
| Design PowerPoint Report | ☒ | ☒ |
| Report | ☑ | ☑ |
| Run | ☑ | ☑ |
| Design | ☒ | ☒ |
| Excel Report | ☑ | ☒ |
| Model + All Subtasks | ☒ | ☒ |
| Manage + All Subtasks | ☒ | ☒ |
When logged in, users can access information such as their role, group assignments, the currently used application, and the product version from the "Info" menu item.
User Role Permissions, Access, and Security
This section details about the user role and access permissions available based on the user types.
Permissions and Security
Model Access
Power User: Access to all models, views, and reports.
Contributor User: Access to assigned models, shared views, and shared reports.
Reviewer User: Access to assigned models, shared views, and shared reports.
Group Security
Power User: Group security is not applicable. The Power User does not need to belong to a group to assign any group access. However, the group must belong to the model.
Contributor User: Group security is applicable. Contributors cannot assign or revoke groups on any artifact.
Note: The Contributor must belong to the group to assign or revoke group access, and the group must belong to the model.
Reviewer User: Group security is applicable. Reviewers cannot assign or revoke groups on any artifact.
View Access and Security
Power User:
- Has access to the default view for all models.
- Can create a view and share it by assigning it to any group.
- Can create a personal view.
- Can modify any shared or personal view, and assign or revoke any group.
- Can delete any personal or shared view.
- Will see a list of all groups in the Property mode.
Contributor User:
- Has access to the default view of all assigned models.
- Can create a view and share it by assigning it to any group the user belongs to.
- Can create a personal view.
- Can modify any personal view.
- Can delete any personal or shared view the user belongs to.
- Will see only the list of groups the user belongs to in the Property mode.
Reviewer User:
- Has access to the default view of all assigned models.
- Cannot create or share a view.
- Can create a personal view.
- Can modify personal views (those that belong to the Reviewer).
- Can delete a personal view.
- Will not see any groups in the Property mode.
View Dimension Security
Power User: Dimension security is not applicable.
Contributor User:
- Dimension security is applicable.
- Users will see the root of the first rollup in the default view when multiple rollups are specified as filters.
- Users will see multiple rollups in the Dimension Member Tree drop-down.
- Users will see only accessible members filtered by dimension security in views.
- If dimension security is applied after view creation, the user can still access the view and see accessible members.
Reviewer User:
- Dimension security is applicable.
- Users will see the root of the first rollup in the default view when multiple rollups are specified as filters.
- Users will see multiple rollups in the Dimension Member Tree drop-down.
- Users will see only accessible members filtered by dimension security in views.
Report Access and Security
Power User:
- Has access to all reports.
- Can create, modify, and delete reports, and assign or revoke any group.
Contributor User:
- Has access to shared or personal reports.
- Can create, modify, or delete reports only within assigned groups.
Reviewer User: Has access to all shared reports but cannot create, modify, or delete reports.
Report Dimension Security
Power User: Dimension security is not applicable.
Contributor User: Dimension security is applied.
Reviewer User: Dimension security is applied.
User Types
User Types define whether users belong to your business internally or externally. Users within your organization are called Business users, while those outside your organization are called External users.
Business User
- Internal to your organization.
- Access is limited to your organization's application or application group.
- Counts toward your organization's license count.
- Business admin users can modify other Business user accounts.
External User
- External to your organization.
- Access to your and other organizations' applications.
- Does not count toward your organization's license count.
- External users, often Planful employees, can modify any user account.
Best Practices/Tips
As a Best Practice, Business users should manage only Business users. For any changes related to External users, contact Planful Support.
If you are a Business user, you can only add new Business users. You do not have permission to add new External users.
Only External users can create new External users.
However, if you are a Business user, you can add an External user to your application if the External user name already exists.
For example, External Partner A has worked with Business Customer P before, and External Partner A has an External username. When Business Customer X starts working with External Partner A, they can add External Partner A to their application because External Partner A already has a username (usernames are global). However, Business Customer X cannot add a new External Partner B if that username does not already exist in the Planful system.
Business Power users can change the password of a Business user but not an External user. If an External user wants to change their password, they should contact Planful Support.
Automatic Signout
Automatic sign-out from Dynamic Planning occurs in two scenarios:
- Inactive Session: If your session remains inactive for 60 minutes, the system will automatically log you out.
- Foreground Process Timing Out: Running extensive processes, such as a Calculation, in the foreground for more than five minutes might lead to a timeout. It's considered a best practice to execute such processes in the cloud (background) to avoid timeouts.
Supported Browsers for SpotlightXL and Spotlight
See: Client Requirements
Unique URLs for Artifacts
The following functions in the Dynamic Planning module have unique URLs:
- Reports
- Plans
- Analyze
- Models
These links can be shared with other users and utilized within tasks in Task Manager. Additionally, the External Link feature allows you to add links from any module within Dynamic Planning to tasks in Task Manager.
To learn more about Creating tasks in the Task Manager using External Link, click here.
Guard Rails
Application Area: Master Model
Limitation: Key Combination Limit (1 Trillion)
Description: Represents the combination of members from all Key type dimensions in a Master model. Calculated as the number of members from Key Dimension #1 (such as 1000) multiplied by the number of members from the remaining Key Dimensions (such as 50). The result would be a combination of 50,000 combinations, which would be acceptable. Key dimensions are identified in Model > Setup.
Limitation: Value Block Limit (1 Million)
Description: Represents the combination of members from all Value type dimensions in a Master model. Calculated as the number of members from Value Dimension #1 (such as 20) multiplied by the number of members from the remaining Value Dimensions (such as 10). Value dimensions are identified in Model > Setup.
Application Area: Analytic Model
Limitation: Key Combination Limit (1 Trillion)
Description: Represents the combination of members from all Key type dimensions in an Analytic model. Calculated as the number of members from Key Dimension #1 (such as 1000) multiplied by the number of members from the remaining Key Dimensions (such as 50). The result would be a combination of 50,000 combinations, which would be acceptable. Key dimensions are identified in Model > Setup.
Limitation: Value Block Limit (1 Million)
Description: Represents the combination of members from all Value type dimensions in an Analytic model. Calculated as the number of members from Value Dimension #1 (such as 20) multiplied by the number of members from the remaining Value Dimensions (such as 10). Value dimensions are identified in Model > Setup.
Application Area: Dynamic Planning
Limitation: Number of Models (20)
Description: Represents a combination of all types of models – Master and Analytic – per application.
Limitation: Decimal places (4)
Description: Number of decimal places per cell.
Limitation: 50 characters per cell
Description: Maximum number of characters per cell.
Application Area: SpotlightXL View or Report
Limitation: Total number of cells on an Analyze grid or Report in SpotlightXL (200K)
Description: Represents the number of cells that can be displayed on a single view or report in SpotlightXL, calculated as the number of row members multiplied by the number of column members.
Application Area: Spotlight Analysis
Limitation: Number of cells displayed on an Analyze grid (20K)
Description: Represents the number of cells that can be displayed on a single view in Spotlight, calculated as the number of row members multiplied by the number of column members.
Application Area: Report
Limitation: 4 charts per report
Description: Maximum number of charts per report.
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