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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