Editing Access

You can access the Edit Access page for a member by clicking View in the Security column on the Dimensions tab.

  To modify access permissions for members or Calculation Manager 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 Edit Access.

  4. For the selected member or business rule, select the access type for the displayed users or groups.

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

    For 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.

  5. Optional for members: Select a relationship.

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

  6. Click Set.

  7. Click Close.