User profiles and permissions

Planful for Marketing allows permissions-based collaboration within and across teams. There are four types of users in Planful for Marketing, listed in order of ascending permissions:

Read Only - can view but not edit information in Planful for Marketing.

Read-Write - can view and edit information in Planful for Marketing.

Admin - can perform all the functions of a Read-Write user, as well as add other users to an account.

Account Owner - has all the permissions of an Admin, plus owns the billing relationship with Planful for Marketing.

When a new user is added to a company's account (by a user with Admin permissions), the user who invites them sets their user profile. They can also specify which parts of the plan the new user will see when they log in. A new user may be granted access to see a complete budget or just a segment of a budget.

At present, permissions are set once per user across the entire account. This means that a user can't have Read-Write permissions in one section of the account and Read-Only in another section of the same account.