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.
Business—Can perform all user tasks except for editing an External user, or 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.
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.
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, which has navigation access defined.
Required to be defined. Applies to entire application.
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.
Assign centralized and decentralized security, which basically means you can provide a user with access to a company and all related members or to a specific member or members within the hierarchy.
