Owners only
Manage user permissions
Not everyone who has access to plans needs to see everything. In Sage Planning, you decide who can access what.
You can define someone as an owner, grant full access, or limit them to just a slice of the plan. It’s all about giving the right people the right level of access without slowing anyone down.
After you set permissions at the user level, it carries through to every plan and version. This keeps things simple, consistent, and easy to manage anytime.
There are 2 types of access:
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Owner: Owners have full access to all accounts dimensions, and dimension values. They can use all Planning features, such as create plans and versions, manage permissions, and access workforce planning.
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User: Users can only access the accounts and dimensions you assign to them. They can only view and edit plan data within that defined scope.
Samantha is the CFO. She doesn’t build plans, but she needs to see everything. You set her as an Owner. This gives her full access to view and manage plans as needed.
Fiona handles accounts payable in Los Angeles, San Diego, San Jose, and Sacramento. You give her access to the California location only.
Kristie is a controller in the USA. Some USA plan lines contain formulas that reference Canadian data. You give her extended access so she can view, edit, and delete those formulas, even though they include data outside her usual scope.
Define user permissions
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From the home panel, select Settings > Permissions Management to open a list of all Planning users in your organization.
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Go to a user, select
and then Edit permissions. -
Do one of the following:
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Define a user as an owner: Check the Owner checkbox.
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Grant full access: In each of the Accounts and Dimensions dropdown lists, select All.
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Grant partial access: In each of the Accounts and Dimensions dropdown lists, select the accounts and dimension values you want the user to have access to. For more information, see Grant workforce planning access.
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Grant extended access: Check the Extended access checkbox.
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Grant access to workforce data: Check the Workforce planning access checkbox. For more information, see Grant workforce planning access.
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Select Save.
Next step: Give the user access to plans, as described in Share and unshare.
Grant workforce planning access
Owners can see the workforce tab and change workforce data, such as salary increases and employee benefits.
Owners can also grant users access to view workforce-related plan lines in the Income statement accounts grid.
Users can't access the Workforce tab, so you remain in control of this sensitive data.
The following table summarizes workforce planning access by role:
| Role | View workforce related plan lines in the income statement accounts grid | Update workforce data |
|---|---|---|
|
Owner |
Yes |
Yes, but only from the Workforce tab |
|
User with workforce planning access |
Yes |
No |
|
User without workforce planning access |
No |
No |
| Workforce planning access by role | ||
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From the side menu, select Settings > Permissions management.
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Go to a user, and from the Actions menu, select Edit permissions.
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From the Edit permissions flyout, scroll to the bottom and check the Workforce planning access checkbox.
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Select Save.
Delete owners or users
If a user no longer requires access to Planning, simply delete them. If you decide to add them back in the future, their permissions will be restored. You can delete other owners but you can't delete yourself.
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From the side panel, select Settings > Permissions management.
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Navigate to the owner or user you want to delete, select
and then Delete user. -
Select Delete.
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