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User Access/Security Cheat Sheet
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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.
Security/Access Type | Purpose | Additional Information |
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There are two types of users you can set up:
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Set up User Groups so that you can place multiple users into a group with the same security privileges. |
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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. | |
Specifies actions users can perform during budgeting process. | Required for the Planning module. | |
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. | |
Provide users with access to Data Load processes, select to allow users to edit or view processes. |
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Provide users and user groups with access to generated reports. |
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Provide users with access to Workforce Reporting. | Applicable to Workforce Planning. | |
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 | |
Provide users with access to Planful Add-Ins; Offline Planning. | Using these add-ins is optional. |