Reporting Roles

Planful has 2 pre-defined reporting roles available for Report folders. Roles determine what a user has access to.

1. Report Administrator - Has Full Control of all artifacts, sub-folders and folders.

2. Regular User - Permissions available for Regular Users is dependent upon the security permissions assigned to the user at the artifact, folder, and sub folder level.

Whether you loaded users via Data Load Rules, Boomi, or some other method, once user are in Planful, you must assign them one of the two roles above. To do so:

1. Navigate to Maintenance > Admin > User Management > Add / Edit User.

2. Select a Reporting Role from the list box.

3. Click Save.