What is the key purpose of setting user security levels?

Setting user security levels is primarily focused on controlling access within Adaptive Planning. This aspect is crucial as it ensures that users have the appropriate permissions based on their roles and responsibilities within the organization. By defining security levels, administrators can manage who can view, edit, or manage various aspects of the planning environment, safeguarding sensitive data and ensuring that only authorized personnel can make changes or access critical information.

The ability to control access is fundamental in maintaining data integrity and security within the system, allowing organizations to establish a clear framework for data handling and user interaction. This not only protects the organization's proprietary information but also aligns with regulatory compliance requirements that demand strict control over access to sensitive financial data.

While enhancing workflow processes, determining approval hierarchy, and categorizing financial outcomes are all important elements of a well-functioning planning system, they are secondary to the foundational need for secure user access, which directly impacts how data is managed and shared within the platform.