About Model Access Permissions

Administrators can perform these tasks:

  • Enable Strategic Modeling
  • Assign access permissions
  • Create, delete, and modify models and consolidations
  • Upload templates, assign access to custom templates, and delete templates

Users' access to consolidations comes from the Global Access.

Table 9-1 Model Access Permissions

Role Access

Modeler

  • Models:
    • Create
    • Open - Check out and check in
    • Open As Copy
    • Delete
  • Account View: All options are available
    • Find Account
    • Account Forecast
    • Subaccounts
    • Goal Seek
    • Scenario Manager
    • Audit Trail
    • Simulations
    • Enter data, Calculate, and Save
    • Change the Point of View to display different account groups, scenarios, and dataviews
  • Consolidations: All options are available
  • Templates: View templates, delete custom templates, import templates
  • Reports: All options are available
  • In Oracle Smart View for Office:
    • Models: Copy Local File to Server, Delete Model, Input Status, Account Groups, Funding Options, Required Elements, Template Name
    • Time management: Time tab. All options are available
    • Scenarios: All options are available
    • Dimensions: All options are available
      • Create Custom Dimensions
      • Assign Custom Dimensions

Analyst

  • Models:
    • Open - Check out and check in
    • Open As Copy
  • Account View
    • Find Account
    • Account Forecast
    • Goal Seek
    • Audit Trail
    • Enter Data, Calculate, and Save
    • Change the Point of View to display different account groups, scenarios, and data views
  • Templates: View templates
  • Reports: View reports

Viewer

  • Models: Open As Copy
  • Account View
    • Find Account
    • Goal Seek
    • Audit Trail; however, viewers can't make changes to inputs
    • View the grid in read only mode (can't Enter Data or Save)
    • Change the Point of View to display different account groups, scenarios, and data views
  • Templates: View templates
  • Reports: View reports

No Access

No access