Granting Yourself Permissions

When you import a new planning type, you must grant permission (to yourself, another administrator, or group such as Company Administrators) to configure the planning type and create a default structure for the planning sheets.

To grant configure permissions:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. On the right pane, expand Administration Mode Access, expand Configuration, expand All, and then select Planning Manager.
  4. In the Module Permission Settings window, select Add. The Permission/Access Control window opens.
  5. Select Add Users/Groups. The User/Group Picker opens.
  6. Select the user(s) to whom you want to give configuration permission, and select Add. Select OK. The system adds the name(s) to the Permission/Access Control window.
  7. Under Permission Settings, select Configure, and select OK. The system adds the name(s) to the Permission Settings window.
  8. Select OK.