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Permissions control who can see and do what in Novaplan, down to individual sensitive fields, so the right people see salaries and the rest of the team sees everything else.

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How access works

  • Roles group people by what they should be able to do, from full admin to read-only.
  • Resource access governs which areas a role can reach.
  • Field-level masking hides sensitive values (salaries, comp, customer-linked amounts) from roles that should not see them, while still letting them use the rest of the screen.

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Masking in practice

When a value is masked for someone’s role, they see a clear “hidden for your role” state, not a misleading zero. This holds everywhere: tables, KPIs, reports, Nova answers, and exports.
Access is enforced at the data layer, so masking cannot be bypassed by exporting, by Nova, or by a custom report. The viewer’s permissions always apply.