User Access/Security Overview

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The table below provides high-level information on all the types of user security / access available, what the purpose of each is, and additional information.

Security/Access Type	Purpose	Additional Information
User (Individual) Security/Access	There are two types of users you can set up: Business—This type of user can perform all user tasks except for editing an External user, locking or deleting the user. External—Users external to your organization with access to your application. For example, a Planful partner. External user details cannot be edited; however, Business users can change the navigation access for an External user.
User Group Security/Access	Set up User Groups so that you can place multiple users into a group with the same security privileges.
Navigation Role	Navigation roles allow users to access specific navigation paths, which provides them with access to certain application pages and associated functionality. For example, a regular planning user might have Budget Input and Reporting access permissions, while a Planning Administrator might have access to Maintenance pages, Budget Input, and Reporting.	Required to be created prior to adding users. Applies to entire application.
Navigation Access	Goes hand-in-hand with Navigation Role. Select applications pages you want the navigation role defined to access. You'll assign users/user groups with a navigation role with defined navigation access.	Required to be defined. Applies to entire application.
Dimension Security	Secure dimension members (financial segments) based on reporting area. You must first configure your dimension security before you can add and configure users.	Once dimension security is configured, you can assign users to selected reporting areas and dimensions.
Approval Role	Specifies users' actions based on their responsibilities during the planning process. It assigns specific privileges to ensure that only authorized users can perform certain tasks.	Required to create before the entity permission for the Planning module.
Approval Role Setup (Approval Access)	Configures user permissions for specific entities based on their assigned approval role.	Required for the Planning module.
Scenario Access	Users must have access to the scenarios to enter template data for a scenarios budget entity, for example.	Required for the Planning module.
Data Integration Security	Provide users with access to Data Load processes, select to allow users to edit or view processes.
Report Access	Provide users and user groups with access to generated reports.
Workforce Reporting	Provide users with access to Workforce Reporting.	Applicable to Workforce Planning.
Consolidation Security	Assign centralized and decentralized security, which means you can provide a user access to a company and all related members or to a specific member or members within the hierarchy.	Applicable to Consolidation
Add-In Security	Provide users with access to Planful Add-Ins such as Offline Planning.	Using these add-ins is optional.

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