Security in Baseplan Enterprise can be managed at various levels, ranging from access to entire modules to specific screens and functions. Users performing similar roles can be added to groups. Permissions can then be assigned to these groups to ensure all the users have the same level of access. Additional layers of control are provided for user-level security through User/Branch Relationships.

N.B. If you are unable to access the described functionality in Baseplan Enterprise, please contact Baseplan Support at