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.

Details about permissions can be found in chapter Permissions.

Roles are created in the Administration, please refer to the Administration manual, see chapter Further Documentation.

These roles are created by default in the Planner and can be customized:

Name	Description
Administrator	This role has read and write authorizations for all areas. The Administrator can change the calendar, budget plans, and settings of all users.
Employee	The Employee role encompasses the permissions of the Employee budget and Employee calendar roles.
Employee budget	This role has read and write access to the budget plan. Users can enter, change, or delete budgets and open the General tab in the detailed view. The role allows only read access to the calendar view.
Employee calendar	This role has read and write access to the calendar view. Users can edit timelines and elements but cannot access budget planning or settings.
Guest	This role has read access to the calendar view and budget planning.
Manager	This role has read and write access to the calendar and budget view. Managers only have read access to settings for dimensions, KPIs, and users.

Note that a user in the Planner must be assigned a role in combination with a user group. Refer to the chapter Access for further information.