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    Quick Summary of How to Assign or Restrict Access
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    Quick Summary of How to Assign or Restrict Access

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    Article summary

    The following table summarizes different ways to assign or restrict access to all aspects of models. Sometimes, there is more than one way to accomplish the same task, but one way may be more efficient than another. The table lists the more efficient methods above the less efficient methods. For example, you can assign access to a Model for a Group of users either with Model Permissions or Group Access. Model Permissions is a faster method.

    Reminder :

    • Roles : the predefined Dynamic Planning Roles are Power User, Contributor User, and Reviewer User. Power Users can see which user is assigned to which role with Manage, User Management or Manage, Navigation Access. The roles have defaults associated with their access to models, views, reports, and other artifacts. See those defaults in Manage, Navigation Access.

    • Groups : groups are user-defined lists of users in your organization. They are defined with Manage, Group Management, User Group.

    • Types : the predefined User Types are Business and External. User Types define whether someone can create or modify other user accounts. The Business user type is for all users within your organization that use Dynamic Planning. The External user type is for users outside of your organization who need to access your application for diagnostics, development, or debugging work, such as Planful Support or Partner Consultants.

    Artifact

    By Group or Role

    Ways to Define Access to this Artifact

    Models

    By Role or User

    Manage, Navigation Access

    Models

    By Group

    Manage, Application Administration, Model Permissions

    Models

    By Group

    Manage, Group Management, Group Access

    Dimensions

    By Group

    Manage, Application Administration, Model Permissions

    Views

    By Role or User

    Manage, Navigation Access

    Views

    By Group

    Analyze, Design View, Properties

    Reports

    By Role or User

    Manage, Navigation Access

    Reports

    By Group

    Report, Design Report, Properties

    Calculations

    By Role or User

    Manage, Navigation Access

    Calculations

    By Group *

    Manage, Group Management, Group Access

    Calculations

    By Group *

    Model, Calculation

    Attributes

    By Role or User

    Manage, Navigation Access

    Maps

    By Role or User

    Manage, Navigation Access

    Scopes

    By Role or User

    Manage, Navigation Access

    Formulas

    By Role or User

    Manage, Navigation Access

    Substitution Variables

    By Role or User

    Manage, Navigation Access

    Data Loading

    By Role or User

    Manage, Navigation Access

    Import/Export Data

    By Role or User

    Manage, Navigation Access

    External Source Model Actions

    By Role or User

    Manage, Navigation Access

    Model Validation

    By Role or User

    Manage, Navigation Access

    Model Lookups

    By Role or User

    Manage, Navigation Access

     

     

     

    * You must first enable Calculation Access by Group: Manage, Application Administration, Application Settings, Calculation section, Enable Group Permissions, then logoff and login again.


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