Security policies and permissions

Security policies are made up of roles that reflect job titles or responsibilities.

Each role in a security policy is a set of permissions: rules that grant or block user access to features and options in Plan Unica Plan. For example, you can configure security policies that ensure the following.

  • Managers have access to all the projects in their business units.
  • Users' access to projects is based on both their business unit and their job function.
  • Some users can create projects while others must use requests to start a project.

Any object that is created in Unica Plan: plan, program, project, request, and so on, is governed by a security policy. The security policy that is assigned to a new object is determined by the template that was used to create it.