Roles-Based Permissions: Secure, Flexible Access to Strategies & Plans across the Organization
One of the ongoing challenges in marketing planning is balancing transparency with control. On the one hand, leadership teams want visibility into strategies, budgets, and results across the business. On the other, functional teams often need to keep certain workstreams contained until they are ready to share more widely. Striking the right balance has historically meant compromises: either limiting collaboration or exposing too much information to the wrong audience.
The new roles-based permissions feature in B2B Planr addresses this directly. It allows organizations to define both the level of access (view or edit) and the scope of access (team-only or enterprise-wide). This ensures that every user sees the right information, at the right level of detail, without manual workarounds.
How It Works
Roles-based permissions are applied across core planning objects—goals, strategies, and programs. Teams such as Marketing, Finance, or Operations can choose to make their plans visible across the enterprise or limit them to their own functional team.
Access is then layered:
Edit vs. View Rights – leaders can assign whether a user can make changes or only view the data.
Team vs. Enterprise Scope – users can be restricted to their team’s data or given visibility into the entire organization’s plan.
This dual structure creates a flexible, scalable approach to access management that grows with the needs of the business.
Why It Matters
For CMOs and other marketing leaders, this development means less time spent managing access and more time focused on results. Sensitive information stays contained until ready for broader distribution, while leadership still has the visibility needed to track overall progress.
For Team Leads: the ability to keep strategies in draft or within functional silos until complete.
For Executives: confidence that enterprise-wide dashboards reflect all available data, without exposing unapproved or incomplete work.
For Cross-Functional Collaboration: clear rules for who can view and who can edit, avoiding confusion and rework.
The result is a more secure, more efficient planning environment where trust and accountability are built into the system itself.
A Step Toward Enterprise-Grade Planning
Spreadsheets and presentation decks rarely provide this type of control. At best, they rely on file-level permissions that are difficult to manage and easy to misapply. Dedicated planning software must do better. With roles-based permissions, B2B Planr provides enterprise-grade governance in a tool designed specifically for B2B marketing planning.
The feature reinforces a simple principle: marketing plans work best when they are transparent enough to align teams, but secure enough to protect sensitive data. Now, organizations can achieve both with minimal administrative overhead.