> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/documentation/plan/roles-in-fabric-plan.md).

# Roles in Fabric Plan

Planning roles provide a flexible, least-privilege access model for planning items. Instead of assigning fixed permissions, plan automatically adjusts your role based on the actions you perform. With dynamic role assignment, you start with the minimum required access and gain more capabilities only when necessary.

Plan supports three roles:

* *Viewer*: Has read-only access to consume and analyze plans, reference data, and dashboards. Viewers can explore data, filter information, and compare scenarios without modifying planning data or structures. This role is intended for executives and business users who consume plans, dashboards, and forecasts. 
* *Stakeholder*: Can collaborate on plans by entering data and writing back values. Stakeholders can't permanently modify the structure of planning sheets. While they can temporarily customize layouts for analysis, plan doesn't persist these changes, and other users can't see them. This role is intended for business leads who enter data, validate assumptions, and approve plans. Stakeholders can also create/edit data apps and advanced reports.
* *Planner*: Acts as an author and modeler with administrative privileges and can create planning input structures. Planners can manage planning structures, configure business rules, manage writeback destinations, create forecasts and scenarios, and perform advanced planning operations. Planners can create master data, reports, and dashboards. This role is intended for FP\&A teams and analysts who design models, run scenarios, and orchestrate the planning cycle. 

{% hint style="info" %}
Post August 11, Stakeholder users will be able to perform the following operations without being upgraded to the Planner persona:

* Creating or editing **PowerTable** sheets
* Creating or editing **Intelligence** sheets

These operations will continue to be considered Stakeholder persona activities and will not trigger a Planner persona upgrade.

The Planner role is not applicable if the pln item contains only an Intelligence or PowerTable sheet.
{% endhint %}

Role permission matrix:

<table><thead><tr><th width="353.5">Workload</th><th align="center">Viewer</th><th align="center">Stakeholder</th><th align="center">Planner</th></tr></thead><tbody><tr><td>Planning                                                          <sub>Budgets, forecasts, scenarios, allocations</sub></td><td align="center">Read</td><td align="center">Contribute</td><td align="center">Create</td></tr><tr><td>PowerTable                                                       <sub>Reference and master data management</sub></td><td align="center">Read</td><td align="center">Create</td><td align="center">Create</td></tr><tr><td>Intelligence                                                       <sub>Reports, dashboards, and analysis</sub></td><td align="center">Read</td><td align="center">Create</td><td align="center">Create</td></tr></tbody></table>

Roles are flexible, and plan assigns them dynamically through time-bound sessions based on user actions. Roles adapt in real time based on how users contribute, without manual role reassignment.

### Relationship between Fabric workspace roles and planning roles <a href="#relationship-between-fabric-workspace-roles-and-planning-roles" id="relationship-between-fabric-workspace-roles-and-planning-roles"></a>

Fabric workspace roles and planning roles are independent and serve different purposes. Fabric workspace roles determine your ability to access and manage workspace items. Planning roles determine the actions you can perform within a planning item.

{% hint style="info" %}
As a best practice, also assign the Fabric workspace Viewer role to users with the Viewer or Stakeholder role in plan.
{% endhint %}

Recommended Fabric workspace role mapping:

| Planning persona | Fabric workspace role          |
| ---------------- | ------------------------------ |
| Viewer           | Viewer                         |
| Stakeholder      | Viewer, contributor, or member |
| Planner          | Admin, member, or contributor  |

This recommendation helps ensure that:

* Fabric enforces Row-Level Security (RLS) and semantic model security rules correctly.
* Users see only the data they have permission to access.
* Stakeholders and Viewers can't enter report edit mode.
* Planning templates and report structures stay safe from unintended modifications.

### Dynamic role assignment <a href="#dynamic-role-assignment" id="dynamic-role-assignment"></a>

Plan assigns planning roles dynamically based on user activity. Users typically begin in a Viewer session. As users perform actions that require extra privileges, plan automatically upgrades them to the appropriate role.

Examples:

| User action                                                             | Resulting role |
| ----------------------------------------------------------------------- | -------------- |
| Open and view a planning sheet                                          | Viewer         |
| Enter data, write back values, participate in approvals, or collaborate | Stakeholder    |
| Edit planning items or perform authoring operations                     | Planner        |

With this dynamic model, administrators don't need to manually manage role assignments.

### Upgrade roles

Upgrade your planning role by performing an action that requires Planner or Stakeholder permissions, or upgrade the role manually.

#### Check current role

The planning toolbar displays your assigned role. Select the role indicator to display additional information, including current session type, session expiration details, and capabilities of the current role.

<figure><img src="/files/vNaQWBYqVRT8hMyFcgh4" alt=""><figcaption></figcaption></figure>

#### Role sessions

Planning roles operate through time-bound sessions. Plan creates a session when you perform a planning action, such as opening a planning sheet. Each session remains active for 30 days. When you perform an action that requires a higher privilege level, plan automatically creates a new session for the upgraded role. Role sessions help organizations implement least-privilege access while letting users transition between planning responsibilities.

#### Upgrade prompts

Administrators can control whether plan prompts users before a role upgrade occurs. To display upgrade notifications, in **Workspace settings**, go to **Plan**, and enable **Prompt on Session Upgrade**.

{% hint style="info" %}
Creating a new plan workload automatically upgrades your session to Planner. Since workload creation requires Planner capabilities, no warning or confirmation prompt appears.
{% endhint %}

* **Prompt enabled**: When enabled, users receive a notification before plan upgrades the role and can choose whether to proceed.
* **Prompt disabled**: When disabled, role upgrades occur automatically when you perform a qualifying action. Upgrade prompts are disabled by default.

#### Role lifecycle

1. **Role upgrades:** Plan assigns roles dynamically based on user actions through time‑bound sessions. Role upgrades occur when you perform valid plan actions. You can upgrade roles only to a higher privilege level:
   * A Viewer can be upgraded to a Stakeholder.
   * A Stakeholder can be upgraded to a Planner.
2. **Role downgrades:** Plan doesn't support manual downgrades within an active session.
3. **Session expiry:** Each session automatically expires after 30 days. After the 30-day session expires, a new session begins only when the user performs a new action on a plan item. The persona for the new session is determined based on the first successful action performed:
   * If you only open and view a plan item, the new session starts as a Viewer session.
   * If you perform a Planner-level action (for example, creating a new plan item or entering edit mode on a valid item), the new session starts as a Planner session. Each new session inherits its role from your first successful activity.

### Fabric planning roles

#### Formatting and layout

<table data-header-hidden="false" data-header-sticky data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="125.1817626953125">Planner</th><th width="133.1817626953125">Stakeholder</th><th width="113.818115234375">Viewer</th></tr></thead><tbody><tr><td>Change the layout.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Sort, search, filter, rank, and bookmark planning sheets.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Enable totals and subtotals.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Number formatting - convert to percentage, change scaling, adjust decimal places.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Change the font style.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Change value alignment in cells.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Enable ruler</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Configure conditional formatting.</td><td>✅</td><td></td><td></td></tr><tr><td>Apply semantic formatting.</td><td>✅</td><td></td><td></td></tr><tr><td>Undo/redo and reset formats, values, notes, header order, and row order.</td><td>✅</td><td></td><td></td></tr><tr><td>Pivot data.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Add language translations.</td><td>✅</td><td></td><td></td></tr><tr><td>Add page breaks and enable row hilighlights, gridlines, and table outline.</td><td>✅</td><td></td><td></td></tr></tbody></table>

#### Data input, forecasting, and what-if analysis

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="123.8182373046875">Planner</th><th width="130">Stakeholder</th><th width="116.0908203125">Viewer</th></tr></thead><tbody><tr><td>Insert rows.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Insert calculated and data input columns.</td><td>✅</td><td></td><td></td></tr><tr><td>Enter values and distribute them to lower levels in the dimensional hierarchy.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Bulk edit values.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Extend time for data input fields.</td><td>✅</td><td></td><td></td></tr><tr><td>Create and manage forecasts.</td><td>✅</td><td></td><td></td></tr><tr><td>Close periods, reforecast, and distribute deficits.</td><td>✅</td><td></td><td></td></tr><tr><td>Insert simulation measures.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Create scenarios, update settings, copy to base, bulk edit, select input method, pivot.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Compare scenarios.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Use Optimizer.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Use model builder.</td><td>✅</td><td></td><td></td></tr><tr><td>Create locking, distribution, and min/max rules.</td><td>✅</td><td></td><td></td></tr></tbody></table>

#### Writeback and export

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="124.72723388671875">Planner</th><th width="130.45458984375">Stakeholder</th><th width="113.8179931640625">Viewer</th><th></th></tr></thead><tbody><tr><td>Export plans to Excel or PDF files.</td><td>✅</td><td>✅</td><td></td><td></td></tr><tr><td>Add and manage destinations.</td><td>✅</td><td></td><td></td><td></td></tr><tr><td>Write back and save planning data.</td><td>✅</td><td>✅</td><td></td><td></td></tr><tr><td>Enable auto-writeback.</td><td>✅</td><td></td><td></td><td></td></tr><tr><td>Select the writeback type, create writeback filters, and rename columns.</td><td>✅</td><td></td><td></td><td></td></tr><tr><td>View Writeback logs.</td><td>✅</td><td>✅</td><td></td><td></td></tr><tr><td>Export Writeback logs.</td><td>✅</td><td></td><td></td><td></td></tr><tr><td>Writeback scenarios and view logs.</td><td>✅</td><td>✅</td><td></td><td></td></tr><tr><td>Add destination to writeback scenarios.</td><td>✅</td><td></td><td></td><td></td></tr></tbody></table>

#### Commenting and collaboration

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="125.18182373046875">Planner</th><th width="134.09075927734375">Stakeholder</th><th width="114.7271728515625">Viewer</th></tr></thead><tbody><tr><td>Add notes.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Add and assign comments, tag users, and enable the comments column.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Add report-level comments.</td><td>✅</td><td>✅</td><td></td></tr><tr><td>Edit comments settings.</td><td>✅</td><td></td><td></td></tr><tr><td>Enable the comments pane to view all comments.</td><td>✅</td><td>✅</td><td></td></tr></tbody></table>

#### Build planning models

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="125.18182373046875">Planner</th><th width="133.63641357421875">Stakeholder</th><th width="115.63623046875">Viewer</th></tr></thead><tbody><tr><td>Connect the planning workspace directly to enterprise semantic Models in Power BI/Fabric.</td><td>✅</td><td></td><td></td></tr><tr><td>Browse the organizational semantic model catalog(metadata) natively within the planning interface.</td><td>✅</td><td></td><td></td></tr><tr><td>Create Planning, PowerTable, and Intelligence sheets.</td><td>✅</td><td></td><td></td></tr><tr><td>Visualize planning sheets with Intelligence.</td><td>✅</td><td></td><td></td></tr><tr><td>Import and save data from internal sources such as Planning and PowerTable sheets, as well as external sources such as CSV, Excel, JSON, etc.</td><td>✅</td><td>✅</td><td></td></tr></tbody></table>

#### PowerTable <a href="#faqs" id="faqs"></a>

{% hint style="info" %}
For plan items that contain only PowerTable sheets, only the Stakeholder and Viewer roles are available.
{% endhint %}

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="133.63641357421875">Stakeholder</th><th width="115.63623046875">Viewer</th></tr></thead><tbody><tr><td>Browse reference data and PowerTable grids.</td><td>✅</td><td>✅</td></tr><tr><td>Build/edit no-code reference data apps.</td><td>✅</td><td></td></tr><tr><td>Integrate multi-level approval workflows.</td><td>✅</td><td></td></tr><tr><td>Configure event-driven automation.</td><td>✅</td><td></td></tr><tr><td>Control row &#x26; column access permissions.</td><td>✅</td><td></td></tr><tr><td>Integrate with plan &#x26; intelligence.</td><td>✅</td><td></td></tr><tr><td>Participate in approval workflows.</td><td>✅</td><td></td></tr><tr><td>Fill data collection forms.</td><td>✅</td><td></td></tr><tr><td>Update status and contribute project/time entries.</td><td>✅</td><td></td></tr></tbody></table>

#### Intelligence <a href="#faqs" id="faqs"></a>

{% hint style="info" %}
For plan items that contain only Intelligence sheets, only the Stakeholder and Viewer roles are available.
{% endhint %}

<table data-first-column-sticky><thead><tr><th width="366.272705078125">Capability</th><th width="133.63641357421875">Stakeholder</th><th width="115.63623046875">Viewer</th></tr></thead><tbody><tr><td>View Intelligence Sheets in read-only mode.</td><td>✅</td><td>✅</td></tr><tr><td>Build/Edit dashboards &#x26; reports.</td><td>✅</td><td></td></tr><tr><td>Perform ad-hoc analysis.</td><td>✅</td><td></td></tr><tr><td>Use 100+ chart types in dashboards.</td><td>✅</td><td></td></tr><tr><td>Run plan vs. actual variances.</td><td>✅</td><td></td></tr><tr><td>Use annotations.</td><td>✅</td><td></td></tr><tr><td>Filter data.</td><td>✅</td><td></td></tr><tr><td>Apply bookmarks.</td><td>✅</td><td></td></tr></tbody></table>

### FAQs <a href="#faqs" id="faqs"></a>

**Q:** **Can you share roles across capacities?**

**A:** No. Each capacity evaluates roles independently.

**Q: Can you downgrade roles?**

**A:** No, plan doesn't support downgrades. You can only upgrade roles to higher privilege levels; however, your assigned role automatically expires after 30 days.

**Q: What happens when my role session expires?**

**A**: The next time you interact with a planning item, plan creates a new session. Your first successful action determines the role for the new session.

**Q: Do planning roles affect Fabric workspace permissions?**

**A**: No. Planning roles and Fabric workspace roles are independent security models that Fabric evaluates separately.


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