What do access rules in Adaptive Planning regulate?

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Access rules in Adaptive Planning primarily regulate user permissions and access to various elements within the system. These rules determine what specific capabilities users have based on their roles or groups, ensuring that sensitive information and functionalities are only available to authorized individuals. For example, access rules can restrict or permit users to view, modify, or interact with particular data, reports, or planning features, based on their designated permissions.

This is crucial for maintaining data integrity, security, and compliance within organizational planning processes. By appropriately configuring these access rules, organizations can empower users with the necessary tools while safeguarding against unauthorized actions or data breaches.

In contrast, user groups management deals with the organization of users into groups for easier management but does not itself control access. Version controls are related to managing different iterations of planning data or reports, ensuring that users can track changes over time. Dashboard perspectives involve the way data is visualized on dashboards, which is separate from the actual permission structure governing who can see what.

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