Understanding User Roles & Permissions

• Admin overrides any dimension restrictions
• Admin grants access to all folders, including Personnel
• An Admin may work with Martus support to add an added layer of security to Personnel that requires Admins to enter a password for access.

• Financials - Access to Dashboard > Financials - Reports will be filtered by dimension restrictions
• ReportBuilder - Access to Dashboard > ReportBuilder - Users will only see Reports shared with or created by the user. Reports will be filtered by any dimension restrictions on a user
• Updater - Access to Dashboard > Updater - User will be able to run the account, dimension, or actual syncs on demand

• Summary - Access to Planner > Summary - Reports will be filtered by dimension restrictions on a user
• Worksheets - Access to Planner > Summary AND Planner > Special Purpose Worksheets - User will only see Worksheets and Worksheet Specials Purpose worksheets associated with the dimensions they are restricted to
• Global SPWs - Access to any Global SPW that is only posting to dimensions that the user has access to
• BCR Setup* - Access to Planner > BCR Setup - Allows the user to manage the BCR Setup including setting the default year and adding approvers
• Forecasts** - Access to Planner > Forecasts - User will only see Forecasts they have created and the dimensions available will be filtered to their dimension restrictions
• Upload Budget - Access to Planner > Intacct - Allows a user to upload a budget to Intacct with only the dimensions they are restricted to
• Planner Setup - Access to Planner > Planner Setup > Worksheet Management tab only - Allows a user to add a worksheet utilizing the dimensions that they are restricted to

Personnel Budgeting - Advanced Subscription

• Granting access to Personnel will grant the user access to all of Personnel AND any dimension restrictions applied to that user are ignored within the Scenario.
  NOTE: Only Admin Users can post the Personnel Summary to the Planner Budget
  

Personnel Budgeting - Advanced+ & Enterprise Subscription

• View Personnel Costs - Access to Personnel > Scenarios - Read-only access to the Scenarios, Summary, Positions & Pay, FTE Analysis, and Allocation Analysis tabs. Users will see any Position associated with the dimensions they are restricted to, but will only see the default year and Scenario.
• Update Personnel Costs - Access to Personnel > Scenarios - Edit access to all tabs including Positions and Detail. Users will see any Position associated with the dimensions they are restricted to, and will only see the default year and Scenario. 
• Can Access Non-Default Years and Scenarios - Use in conjunction with one of the above (view or update personnel costs) to allow the user to see non-default years and scenarios. 
• Config Personnel Budgeting - Allows the user to see all pages within Personnel. User will still be restricted according to their dimensions on the Scenarios page.
• Make Personnel Requests** - Access to Personnel > Personnel Requests - Allows the user to request positions within their dimension restrictions

           NOTE: Only Admin Users can post the Personnel Summary to the Planner Budget

Additional Options 

• View Restricted Accounts - Allows the user to view Accounts (Setup > Accounts) that are set to Restricted in Reports and VIEW them in Planner > Worksheets.
• Edit Restricted Accounts - MUST also have "View Restricted Accounts" selected. Allows the user to view Accounts (Setup > Accounts) that are set to Restricted in Reports and EDIT them (i.e. budget for them)  in Planner > Worksheets.
• View Drilldown Limited Accounts - Allows the user to view transactions for Accounts (Setup > Accounts) that are set to Drilldown Limited.
• View Transaction Attachments*** - Allows a user to view attachments on any account that they can drill into.
• View Excluded Data - Allows the user to view Accounts (Setup > Accounts) that are set to Excluded in Reports when they click on the "View Excluded" checkbox.
• Can Unlock Worksheets - Allows a user to unlock any worksheet that they have access to according to their dimension restrictions.
• Can View Non-Default Budgets - Allows a user to view any Dashboard or Planner budgets that are not the default, and that are checked "Set Viewable" in Planner > Planner Setup.
• Can Summarize Flat to Budget*** - Allows a user to summarize selected budget lines in a budget worksheet and apply Flat to Budget to the original budget line.