Changing Access to Data Forms and Folders

  To change which users can use or change data forms or folders:

  1. Select the data form or folder.

  2. Click Assign Access.

    • 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.

  3. Select the users or groups for which to change access, and click Edit Access.

    Click Users to display all user names; click Groups to display all groups.

  4. For Type of Access, select the kind of access users or groups have to the data form or folder.

  5. Click Set.

  6. Click Close.

  To remove access from data forms or folders:

  1. Select the data form or folder.

    • For data forms and folders, see Selecting and Opening Data Forms and Folders.

    • For Calculation Manager business rule folders, select Administration, then Manage, then Business Rule Security.

    • For Calculation Manager business rules, select Administration, then Manage, then Business Rule Security. Open the business rule folder containing the business rules and select the rules.

  2. Click Assign Access.

    • 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.

  3. Select the users or groups for which to remove access, and click Remove Access.

    Click Users to display all user names; click Groups to display all groups.

  4. Click OK.