Assigning Access for Dimension Members

Application dimensions can be protected by defining the users and groups that can access them. Access control can be defined for members of secure dimensions (default dimensions other than Currency, Period, and Year).

Only the custom dimensions that were created with the Apply Security option support the assigning of access control to members.

  To define access control:

  1. Access EPM Workspace. See Accessing EPM Workspace.

  2. Open the Planning application. See Accessing Planning Applications.

  3. Select Administration, then Manage, and then Dimensions.

    Note:

    Classic Planning applications allow you to create members from this screen, but Performance Management Architect Planning applications do not. If you need to add dimensions or members to a Performance Management Architect Planning application, use the Dimension Library. You must validate and redeploy your Performance Management Architect Planning application if you change dimensions or members.

  4. Select the secure dimension for which security is to be assigned.

  5. Select Expand to display dimension members and their children.

  6. Select a dimension member.

  7. Select Assign Access.

  8. In Assign Access window, select Add Access.

    Note:

    Only the users and groups provisioned to the current application are listed on the Add Access screen.

  9. Select the users or groups who should be granted access to the selected member.

  10. From Type of Access, select the access to grant on the member.

  11. From the list, select access relationship. For example, select Children to assign access to the children of the selected member.

  12. Select Add.

  13. Select Close to return to the Assign Access window.

  14. Repeat step 6step 13 to assign access to additional members.