Adding Access

You can specify which users and groups can access the selected member or Calculation Manager business rule.

  To assign access permissions to members or business rules:

  1. Select the member or business rule:

    • For members: Select Administration, then Manage, then Dimensions. Then select the dimension and member.

    • For Calculation Manager business rules: Select Administration, then Business Rule Security. Select the folder containing the business rules, then select the business 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. Click Add Access.

  4. Select the users and groups to access the selected member or business rule.

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

    • If there are multiple pages of users or 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.

  5. Optional for members: Select a relationship.

    For example, select Children to assign access to the children of the selected member.

  6. For Calculation Manager business rules 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.

  7. For the selected users or groups, select the access type and click Add.

  8. Click Close.