Assigning Scenario Access to a User
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Assigning Scenario Access to a User

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Article summary

Users must have access to scenarios to perform budget input on a selected scenario entity. To assign scenario access to a user or user group, follow the steps below:

  1. Navigate to Maintenance > Administration > User & Role Management.

  2. Click the User or User Group tab.

  3. Select a user or user group you wish to give access to Scenario and click the Security Options.

    Note:

    You can also select the security icon from the Security column next to the selected user.

  4. Click Scenario Access.

    Notes:

    • The administrators or users accessing the Scenario Access page can manage scenario permissions for users at the user group level in addition to the individual user level. When you select any user group and update scenario permissions, all users within the user group get access to the selected scenarios.

    • If the Scenario access is inherited from user groups, click the User Group and select the respective user group from the drop-down

    • The admin user can switch between User or User Group on the Scenario Page

  5. Select the scenarios you wish to give the user/user group access to. To provide the user/user group with access to all scenarios, click the All Scenario checkbox.

    Notes:

    • The user who creates a new scenario and the users/user groups with All Scenarios access have access to it.

  6. Click Save.  To set up or edit more users or user groups, select them from the User/User Group drop-down menu and repeat 3 to 5 steps.


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