User Access/Security Overview

User (Individual) Security/Access

Purpose: 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, e.g., a Planful partner. External user details cannot be edited; however, Business users can change the navigation access for an External user. Learn more.

Additional Information: None

User Group Security/Access

Purpose: Set up User Groups to place multiple users into a group with the same security privileges. Learn more

Additional Information: None

Navigation Role

Purpose: Navigation roles allow users to access specific navigation paths, providing them 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. Learn more.

Additional Information: Required to be created prior to adding users. Applies to the entire application.

Navigation Access

Purpose: Goes hand-in-hand with Navigation Role. Select application pages you want the navigation role defined to access. You’ll assign users/user groups with a navigation role with defined navigation access. Learn more.

Additional Information: Required to be defined. Applies to the entire application.

Dimension Security

Purpose: Secure dimension members (financial segments) based on the reporting area. You must first configure your dimension security before you can add and configure users. To know more, see configuring dimension security.

Additional Information: Once dimension security is configured, you can assign users to selected reporting areas and dimensions.

Approval Role

Purpose: 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. Learn more.

Additional Information: Required to create before the entity permission for the Planning module.

Approval Role Setup (Approval Access)

Purpose: Configures user permissions for specific entities based on their assigned approval role. Learn more.

Additional Information: Required for the Planning module.

Scenario Access

Purpose: Users must have access to the scenarios to enter template data for a scenario's budget entity. Learn more.

Additional Information: Required for the Planning module.

Data Integration Security

Purpose: Provide users with access to Data Load processes, selecting to allow users to edit or view processes. Learn more.

Additional Information: None

Report Access

Purpose: Provide users and user groups with access to generated reports. Learn more.

Additional Information: None

Workforce Reporting

Purpose: Provide users with access to Workforce Reporting. Learn more.

Additional Information: Applicable to Workforce Planning.

Consolidation Security

Purpose: Assign centralized and decentralized security, allowing user access to a company and all related members or to specific members within the hierarchy.  Learn more.

Additional Information: Applicable to Consolidation.

Add-In Security

Purpose: Provide users with access to Planful Add-Ins, such as Offline Planning.  Learn more.

Additional Information: Using these add-ins is optional.