Configuring Entities Access Options

You use the Edit Default Access—Entities tab to secure user access at the entity level.

  To configure entity-level access:

  1. Access Edit Default Access for <databaseName/entityName/entityGroup>.

    See About Assigning Default Access.

  2. Select Entities.

  3. Select an Access option:

    • None

      Users cannot check entities out.

    • Open As Copy

      Users can check entities out.

    • Check out Entity

      Users can check entities in and out.

  4. Optional: Select Read Entity Comments to enable users to read entity check-in comments.

  5. Optional: Select Allow Entity Change Management to enable Entity Change Management.

  6. Optional: Select Allow Assumptions Change Management to enable Assumptions Change Management.

  7. Optional: Select Delete Entity to enable users to delete entities.

  8. Optional: Select Allow Batch Export to another Hyperion Application to enable batch exporting.

  9. Optional: Select Allow Batch Import from another Hyperion Application to enable batch importing.

  10. Optional: Select Change HSF Data Link to enable HSF links.

  11. Optional: Select Change Input Status to enable users to change input status.

  12. Optional: Select Change Account Groups to enable users to change account group membership.

  13. Optional: Select Change Permission Groups to enable users to change account permission groups.

  14. Optional: Select Change Funding Options to enable users to modify funding options.

  15. Optional: Select Change Required Elements to enable users to assign subaccounts as required elements.

  16. Optional: Select Change Template Name to enable users to rename templates.

  17. Return to About Assigning Default Access.