Securing Scenarios

Why Secure Scenarios

To provide users with access to specific scenarios.

When to Secure Scenarios

When you want users to have access to specific data only.

How to Secure Scenarios

To setup scenario security by user for scenarios, complete the following steps:

1. Access the Scenario Access page by navigating to Maintenance > Admin > User Management.

2. Select a user.

3. Click the three vertical dots and select Scenario Access.

4. Select the checkbox next to the scenario you want the user to have access to. If you want the user to have access to all scenarios, select the Check All box.

5. Click Save to complete the setup.

To setup scenario security by scenario for users, complete the following steps:

1. Access the Scenario Access page by navigating to Maintenance > Admin > Scenario Setup.

2. Select a scenario and click the three vertical dots then select User Access.

3. Select the checkbox next to the users you want to have access to the selected scenario.

4. Click Save to complete the setup.

How to Provide a User with Edit and View Access to Scenarios

From the User Management page:

1. Select a user, click the three vertical dots , and select Scenario Access.

2. Click the checkbox next to the scenario(s) to provide the selected user with edit access.

Set up approval roles so that users have view only access to scenarios.

How to Automatically Have Access to all Future Scenarios You Create

From the User Management page:

1. Navigate to Maintenance > Admin > User Management.

2. Select a user, click thee vertical dots, and select Scenario Access.

3. Click the checkbox next to the scenario(s) to provide the selected user with edit access.

4. Click Save.

Set up approval roles so that users have view only access to scenarios.

How to Provide Scenario Access to Multiple Users at Once

1. Access the Scenario list page by navigating to Maintenance > Admin > Scenario Setup.

2. From the Scenario list page, select the scenario and click the three vertical dots.

3. Select User Access from the list.

4. Select all users you want to access the selected scenario and click Save.

You can stay on the User Access page and select another scenario to provide access for users versus returning the to Scenario List page.

How to Set Up Scenario Security for Reporting Purposes

To apply scenario security (defined on the Scenario Access page) to report security so that each user has access to view specific scenarios only in the Reporting module, complete the following steps:

1. Access the Dimension Security Configuration page by navigating to Maintenance > Reports > Dimension Security.

2. Click the Dimension Security Configuration tab.

3. Select the Copy Scenario Security to Report Security checkbox and complete remaining fields.

4. Access the Scenario Access page by navigating to Maintenance > Admin > User Management.

5. Select a user, click the three vertical dots, and select Scenario Access.

6. Select the scenarios you want the user to have access to. The user will only have access to the selected scenarios and members for Reporting purposes. For example, when a user runs a report that includes a scenario the user doesn’t have access to, that scenario will not be available in the report. Similarly, if a user has permissions to view a scenario when a report was created and later the permissions are revoked, the report is run for only those scenarios on which the user currently has permissions for. Data will not be displayed for the scenarios for which permissions are revoked.

7. Click Save.

Point of View Example

Within the Reporting module, if the Copy Scenario Security to Report Security checkbox is selected, scenarios for Financial and Sales are affected. For example, on the Point of View page (accessed by navigating to Maintenance > Reports > Point of View ), only the scenarios for which a user has permission are displayed and selectable for the Scenario Reporting Area.

Dynamic Report Example

Lets say a scenario is mapped to Budget. Assuming the Copy Scenario Security to Report Security checkbox is selected on the Dimension Security Configuration page, when a user creates a report, the available value (Budget) is displayed as a Mapped Member. Actual is also displayed because the Actual scenario is not subject to this type of security.

When Scenario Access is modified and saved, the reporting cube is automatically processed to reflect the latest security updates.