Creating Users

For organizations that are experienced with Dynamic Planning , the Power user should ensure that your users have logins. Contributor privilege is required for users who will create the model and design views and reports. Reviewer privilege is required for users who will use the views and reports.

For organizations that are new to Spotlight and Dynamic Planning , the Power user must create user logins in Dynamic Planning. In a future release, we will eliminate the need for creating user logins in both PCR and Dynamic Planning.

In Practice

1. Login to SpotlightXL.

2. Select Manage > User Management.

3. Add usernames for the users that will be accessing the PCR data. Contributor privilege is required for users who will create the model and design views and reports. Reviewer privilege is required for users who will use the views and reports. See Dynamic Planning: User Setup and Security Guide.

4. Ensure that the Model menu option is available to users in your organization. See Model Manager, Setup in Planful Applications.