To assign access to data forms, data form folders, and Calculation Manager business rule folders:
Select the data form or folder.
For data forms and folders, see Selecting and Opening Data Forms and Folders.
For business rule folders, select Administration, then Manage, then Business Rule Security.
For business rules, select Administration, then Manage, then Business Rule Security. Open the business rule folder containing the business rules and select the rules.
You can assign access to only one data form, business rule, or folder at a time.
Optional: To migrate a user or group's changed identity or their position in the user directory from Shared Services Console to Planning, click Migrate Identities.
Optional: To remove deprovisioned or deleted users or groups from the Planning database to conserve space, click Remove Nonprovisioned Users/Groups.
Click Add Access, and select the users or groups to access the data form or folder.
Click Users to display all user names; click Groups to display all groups.
If there are multiple pages of users and groups, type the page number to go to in Page, and click Go.
Click Start or End to navigate to the first or last page.
Click Prev or Next to move to the previous or next page.
For Type of Access, select the kind of access users or groups have to the data form or folder.
For business rules or their folders only:
Click Launch to allow the selected users and groups to launch the selected business rules.
Click No Launch to prevent the selected users and groups from launching the selected business rules.