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Quick Summary of How to Assign or Restrict Access
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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, Contributor, and Reviewer. 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 |
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* You must first enable Calculation Access by Group: Manage, Application Administration, Application Settings, Calculation section, Enable Group Permissions, then logoff and login again. |