Granting Access to Data Form Folders

Only planners, interactive users, and administrators can be granted access to folders.

  To grant access to data form folders:

  1. Access EPM Workspace. See Accessing EPM Workspace.

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

  3. Select Administration, then Manage, and then Data Forms and Ad Hoc Grids.

  4. Select a folder.

  5. Above the Data Forms Folders list, click Assign Access.

  6. Select Add Access.

  7. Select the users and groups that are to be granted access to the folder.

    Note:

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

  8. Select the type of access (Read or Write) to grant.

  9. Select Add.

  10. In the Add Access window, select Close.

  11. In the Assign Access window, select Close.