Role Management

JustPerform allows the creation of roles with fine-grained authorization, meaning access can be given to each individual task and control can be granted with read, write, or update access only. This powerful authorization module helps organizations delegate and manage their own FP&A processes without relying on a central administrator.

Role management helps in creating custom roles and managing them for all user types at the space level. Users are assigned respective roles that give them access to model data and define what tasks they can view or actions they can perform within the space.

In this section, you will learn the key terms used to create and manage roles and facilitate their use. All the role management functionalities are grouped together in a single panel under the Roles tab, which helps in managing roles, assigning tasks, and controlling data.

Roles are created and assigned only at the Space level.