Quick Summary of How to Assign or Restrict Access

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.