Dynamic Planning View and Report Permissions
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Dynamic Planning View and Report Permissions
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Overview
View and Report permissions are defined in two ways: by the groups allowed to use it as listed on the Properties page of each view or report, and by who created it. The permissions are clarified as described below.
Power Users can use views and reports unconditionally.
Contributors and Reviewers must have permission to access the model before they can access or modify or save as or delete the view or report.
A Contributor or Reviewer who created a view or report can access that view or report as long as they have permissions to access the model.
Variations of Operations Based on User Type
The following table specifies all the variations of operations and what changes can be saved for Contributor and Reviewer users.
| Contributor User is the Creator of the View or Report | Reviewer User is the Creator of the View or Report | Contributor User is not the creator of the View or Report | Reviewer User is not the creator of the View or Report |
Save without making changes (no groups defined in Properties) | Y | Y | N | N |
Save without making changes (belongs to all groups defined in Properties) | Y | Y | Y | N |
Save changes to Properties but no change to groups (no groups defined in Properties) | Y | Y | N | N |
Save changes to Properties but no change to group (belongs to some groups defined in Properties) | Y | Y | N | N |
Save changes to Properties but no change to group (belongs to all groups defined in Properties) | Y | Y | Y | N |
Save without making changes (belongs to some groups defined in Properties) | Y | Y | N | N |
Add group to Properties page and Save (belongs to the group added) | Y | N | Y (if Contributor User belongs to all groups in new list) | N |
Add group to Properties page and Save (does not belong to the group added) | Y | N | N | N |
Remove group from Properties and Save (belongs to the groups remaining) | Y | N | Y (if Contributor User belongs to all groups in remaining list) | N |
Remove group from Properties and Save (does not belong to the groups remaining) | Y | N | N | N |
Remove all groups from Properties and Save | Y | N | Y | N |
Save As to create a new view or report | Y | Y (if new group list is empty) | Y | Y (if new group list is empty) |
Delete the view or report | Y | Y | Y (if Contributor User belongs to all groups) | N |
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