Add-In Security (Optional)

Setting up add-in security is important when using Planful Offline Planning, which is an Excel planning tool that allows you to download and perform budgeting tasks while not connected to the application. 

Here's how you can set up add-in security for users and user groups:

1. Navigate to Maintenance > Admin > User & Role Management.
2. Select User/User Group and then go to Security Options > Add In Security.
   
   Note:

   You can access the Add-in Security option in two ways:

   1. Select the user/user group and click directly on the security options icon within the user group's Security column. (or)
      
      
   2. Select the user/user group and click the security options icon in the header.
      
   
   
3. Select the Add-In from the Excel Query or Offline Planning from the drop-down menu.
4. Select the users and user groups you wish to give access to from the Unmapped Users/User Groups left pane, then click the right arrow to add them to the Mapped Users/User Groups right pane. To unmap users or user groups, select them from the right mapped pane, then click the left arrow to add them to the left unmapped pane.)
   
   
5. Click Save.