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

* 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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