Securing Scenarios
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Securing Scenarios
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Why Secure Scenarios?
To provide users with access to specific scenarios.
When to Secure Scenarios?
When you want users to have access to specific data only.
How to Setup Scenario Security for Users?
To setup scenario security via the Scenario list page, complete the following steps:
- Access the Scenario List page by navigating to Maintenance > Administration > Scenario Setup.
- Select a scenario and click the More (three vertical dots) icon.
- Select User Access under Other Actions.
- By default, the User radio button is selected. To grant scenario access to a User Group, select the User Group radio button.
- Select the checkbox for the user(s) or user group(s) you want to give access to the selected scenario.
- Click Save to complete the setup.
Scenario access can also be configured through User & Role Management by the user. To learn more about setting up scenario security by user, click here.
How to Set Up Scenario Security for Reporting Purposes?
To apply scenario security to report security so that each user has access to view specific scenarios only in the Reporting module, complete the following steps:
- Access the Dimension Security Configuration page by navigating to Maintenance > Report Administration > Dimension Security.
- Click the Dimension Security Configuration tab.
- Select the Copy Scenario Security to Report Security checkbox. Users can only see scenarios they have permission to access across the application.
- Click Save.
Ensure that the desired scenario access has been assigned to users. Only assigned scenarios will be available for reporting purposes.
For example, when a user runs a report that includes a scenario the user doesn’t have access to, that scenario will not be available in the report.
To learn about assigning Scenario access, click here.
If a user does not have permissions for a scenario member used in Reporting on the page axis, the report will run against the Default scenario. If no permissions exist for the Scenario dimension, no data will be displayed in the report.
When Scenario Access is modified and saved, the reporting cube is automatically processed to reflect the latest security updates.
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