Video:

Workflow & User Security for Power BI Planning | Writeback Use Cases Ep. 8

Two questions always close out a planning demo: who can see what, and who can change what? This walks through both. Acterys builds on the role-level security already in Power BI, then adds a layer that controls editing rights and a submit-and-approve workflow that runs through the Microsoft stack, including Outlook and Teams.

What You’ll Learn:

✅ How Acterys extends Power BI role-level security with edit-level control

✅ Locking down actuals so planners can only change the scenarios they own

✅ Submitting completed work and triggering manager approval

✅ Routing notifications through Outlook, Teams, and other Microsoft tools

Governed planning, with the right people seeing and changing exactly what they should.

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