Defining Security Permissions

To define security permissions for the version:

1. On the Security step of the Version Wizard, select or deselect the Inheriting settings from option.

   By default, new objects inherit their security permissions from their home folder. Thus, the Inheriting settings option at the top of the Security step is selected and indicates the name of the home folder.

2. Add, Remove, or Edit security permissions. For information on working with security permissions, refer to Security.
3. Click Next to proceed to the next tab of the wizard, or click Finish to save the version and exit the wizard.

Your version can now be used throughout the interface with scorecards, maps, tables, dynamic lists, and other objects with the Data as of field. The application prevents you from accidentally removing any versions that are actively applied to any module. If you attempt to delete a version that is applied, you will be prompted with information about all the objects. Remove all references to a version in order to delete it.

Note:

• The version name is shown in the Data as of field.
• The background color for areas showing versioned data as a result of the end-user selecting a version in the Select a Version dialog box are colored using a standard neutral peach color.
• A version cursor appears whenever your mouse pointer is directly over a version-specific category cell in a scorecard or a version-specific category, text area, graph, or cell in a table, dynamic list, or dependency list in a dashboard or form.