Access

As an administrator, you define which Planner components, planning elements and dimensions users have access to. This allows you to control that users only access the functions and elements they need for their tasks. In order for a user to work in the Planner, the user needs a role with appropriate permissions and must be assigned to at least one user group.

• Permissions and roles: You create roles and assign permissions to the role. Permissions define access to components and functions of the Planner. For example, a role can be given access to the budget view, but not to the calendar. Consequently, a user with this role can edit and analyze budget and expense data in detail, but cannot enter timelines for marketing activities in the calendar.
  For more information, see chapter Permissions and Roles.

• User groups: Several users are grouped together in user groups. In addition, each user group is granted access to a part of the planning elements and dimensions. For example, if your element tree is divided by regions such as North America, South America, and EMEA, only the user group responsible for South America can be assigned access to these planning elements.
  For more information, see chapter Groups.