Granting Access to Data Forms

Planners can view or enter data only into data forms to which they have access (and can work only with members to which they have access). Administrators and interactive users have write access to all data forms for design modifications.

Only planners and interactive users can be granted access to data forms.

  To grant access to data forms:

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

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

  3. Select data forms.

  4. Above the Data Forms list, click Assign Access.

  5. Select Add Access.

  6. 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.

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

  8. Select Add. Consult online help for assistance.

  9. In the Add Access window, select Close.

  10. In the Assign Access window, select Close.