Add users to or remove users from an administrator role in Planning Business Modeler

You must be a User Administrator to perform the tasks shown here.

User Administrators add users to security roles, and manage user membership in roles. This includes Data Administrator, Modeler, and User Administrator roles. User Administrators perform these tasks within a scope of activity that is specified at the time the particular User Administrator role is created.

The scope can be at the Application level or the Model Site level. User Administrators who have Application level scope can add users to security roles for all models and model subsites in the application. User Administrators who have Model Site level scope can add users only to security roles in the a specified model site. To manage the membership of an administrative role that has application-level scope, you must use PerformancePoint Planning Administration Console.

To learn more about model site or application-level scope, see Security and roles in PerformancePoint Planning

What do you want to do?

Add users to an administrator role

Remove users from an administrator role

Keep users in an administrator role

Add users to an administrator role

  1. In the Workspace Browser pane, select Security and Roles.

  2. From the View menu, click Refresh to update the list of users.

  3. In the Security and Roles Tasks pane, click one of the following links, based on the administrator role that you want to add a user to:

    • Add or Remove Modelers

    • Add or Remove Data Administrators

    • Add or Remove User Administrators

      This opens the Add or Remove Users dialog box. The Selected users section of this dialog box displays a list of the users who currently belong to the role.

    • To add a specific user to a role, select the user name in the list of Planning Server system users, and then click Add Selected.

    • To add all users to the role, click Add All.

  4. When you finish adding users, click OK.

  5. On the File menu, click Save Model Site to save your changes to Planning Server.

Top of Page

Remove users from an administrator role

  1. In the Workspace Browser pane, select Security and Roles.

  2. From the View menu, click Refresh to update the list of users.

  3. In the Security and Roles Tasks pane, click one of the following links, based on the administrator role that you want to remove a user from:

    • Add or Remove Modelers

    • Add or Remove Data Administrators

    • Add or Remove User Administrators

      The Add or Remove Users dialog box opens. The Selected users section of this dialog box displays a list of the users who currently belong to the role.

    • To remove specific users from an administrator role, select the user names in the Selected users box, and then click Remove.

    • To remove all users from the role, click Remove All.

  4. When you finish removing users, click OK.

  5. On the File menu, click Save Model Site to save your changes to Planning Server.

Top of Page

Keep users in an administrator role

  1. In the Workspace Browser pane, select Security and Roles.

  2. From the View menu, click Refresh to update the list of users.

  3. In the Security and Roles Tasks pane, click one of the following links, based on the administrator role that you want to add a user to:

    • Add or Remove Modelers

    • Add or Remove Data Administrators

    • Add or Remove User Administrators

      The Add or Remove Users dialog box opens. The Selected users section of this dialog box displays a list of the users who currently belong to the role.

    • To keep specific users in the role, select the user names in the Selected users box

    • Click Keep.

  4. When you finish specifying users to keep, click OK.

  5. On the File menu, click Save Model Site to save your changes to Planning Server.

Top of Page

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×