User Access/Security Cheat Sheet

User (Individual) Security/Access

There are two types of users you can set up:

• 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.

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, which has navigation access defined.

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 actions users can perform during budgeting process.

Required for the Planning module.

Scenario Access

Users must have access to the scenarios so that they can 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 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.

Applicable to Consolidation

Add-In Security

Provide users with access to Planful Add-Ins; Offline Planning.

Using these add-ins is optional.