Overview
Security controls determine which menus, configuration screens, branches, resources, and work orders each user can access. Use this section to understand the main security-related options available from the user profile menu and how to manage access for your planning environment.
Key Information
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Profile-based access: Security options available from the user profile menu depend on assigned permissions.
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Branch controls: Branch Preferences and Branch Management define planning defaults, branch visibility, and branch-based filtering options.
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Configuration permissions: Only users with appropriate permissions can modify filter, dashboard, or scheduling settings.
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Validation: Always verify that security changes align with your organisation's access policies before saving.
To learn how to review and configure security settings for your planning environment, see Manage Security Settings.