In the cBI Focus Planner, a distinction is made between functional user roles and technical system users. At the functional level, there are the roles of Editor and Planner, each fulfilling different tasks and access rights within the report. At the technical level, the READ user and the WRITE user handle communication with the underlying SQL database (see here). This interaction forms the basis for controlled, traceable, and role-based access in the planning process.
Editor
Editors are responsible for the content of the cBI Focus Planner report. They oversee the content and structural configuration of the visuals. Their tasks include:
- Creating and managing the Power BI report
- Granting or restricting access to specific planning areas for Planner users
- Coordinating the write-back processes in the context of report maintenance
Planner
Planner users operate within a framework configured by the Editor. They use the report to input and adjust planning values. Access is limited to the data areas for which they are authorized.
