Types of Access Permissions

Access permissions for the specified user or group to the dimension member, data form, or task list include:

You can also set who can launch which Calculation Manager business rules as:

You can specify access permission for individual users and each group. When you assign a user to a group, that user acquires the group's access permissions. If an individual's access permissions conflict with those of a group the user belongs to, user access permissions take precedence.

Inheriting Access Permissions

Inheritance may determine the user or group’s access permissions. You can specify an attribute that causes the children or descendants of that member to inherit its access permissions. Access permissions assigned to members take precedence over inherited access permissions. You can include or exclude the member from the access permissions setting.

Table 19. Options for Inheriting Access Permissions

Inheritance Option

Access Permission Assignment

Member

Only to the currently selected member.

Children

To all children members in the level below the currently selected member.

iChildren

To the currently selected member and all children members in the level below it.

Descendant

To all descendant members below the currently selected member.

iDescendant

To the currently selected member and all descendant members below it.

How access permissions are evaluated

When evaluating access permissions, Planning gives precedence in this order:

  1. Role-level security. Users with the Administrator role have access to all application elements (except the Mass Allocate role, which must be assigned to use the Mass Allocate feature).

  2. For interactive users and planner user types, access permissions that are specifically assigned to users.

  3. Access assignments that are acquired by belonging to a group.

  4. Parent-level assignments (for example, to parent members or folders).