Concept: Security
Your instance uses one of 2 security structures to define specific intersections of data that users or groups can view or edit:
- Level-based security structure where users can only see the data of levels they own. You assign levels to a user when you create their profile under Administration.
- Access rules-based security structure where you define a set of rules that you can then assign to users or groups.
Option | Description |
|---|---|
Credentials | Provide users with an ID and password. |
Permissions | Control the areas, sections, and services in Adaptive Planning users can see or access. |
Access rules | Limits the data users can view or change using rules. |
Level settings | Use the Level availability setting to make levels and their data visible in specific versions. |
Version settings | Use the Access Control section in version settings to hide or lock the entire version or, lock portions of versions. |
Account settings | Use these settings to control access to accounts:
|
Sheet properties | Use these properties to control access to sheets:
|