Configuring Default Access for New Entities

  To configure default access for new entities:

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

   See About Assigning Default Access.

2. Select New Entities.

3. Select a Newly-created child Entities get an access record by option to define the access permissions source:

   • Making a copy of the access record for this Entity

     Uses default access.

   • Copying a pre-defined access record

     Click Edit Access to open the Edit Default Access dialog box, where you can create access permissions.

     • Optional: Configure entity access.

       See Configuring Entities Access Options.

     • Optional: Configure account access.

       See Configuring Accounts Access Options.

     • Optional: Configure time access.

       See Configuring Time Access Options.

     • Optional: Configure scenario access.

       See Configuring Scenario Access Options.

     • Optional: Configure dimension access.

       See Configuring Dimension Access Options.

     • Optional: Configure Consolidation access.

       See Configuring Consolidation Access Options.

     • Optional: Configure reference access.

       See Configuring Reference Access Options.

     • Optional: Configure reports access.

       See Configuring Reports Access Options.

   • Assigning the Entity to a Group

     Click Select Group to open the Select Group dialog box and select an entity group.

   • Letting the creator assign it to a Group

     The creator of the entity has access permission to assign the entity to a group.