Add users to or remove users from a business user role in Planning Business Modeler

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

PerformancePoint Planning Business Modeler uses a role-based security model. Roles are created by a Modeler or Data Administrator. The role creator also specifies the scope and depth of data access for the role. The access that a particular user has depends on the security roles that the user belongs to. Typically, business user roles have access to a specific slice of model data. For example, a Modeler might grant one role access to all data for employee salaries, but grant another role access only to price lists for a particular product group.

After the Modeler or Data Administrator defines a particular role, a User Administrator can develop and manage the membership list for each role by assigning users to one or more roles. The User Administrator can decide among several different methods for assigning or removing users from role membership.

Note: Users who are added to a role inherit the permissions that are specified for the role. However, you can specify more restricted access to business data for individual users. For more information, see Modify user permissions in a business role

What do you want to do?

Add a user to a business role membership

Remove a user from a business role membership

Assign a business role to a user

Remove a business role for a specific user

Add a user to a business role membership

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

  2. From the View menu, select Refresh to update the list of users and roles.

  3. In the Security and Roles Workspace, click the role whose membership you want to modify.

  4. In the Security and Roles Tasks pane, select Add or Remove Users for This Business Role to open the Add or Remove Users dialog box. This dialog box displays the names of users who currently belong to the selected role in the Selected users section. The column headings in this section correspond to user properties. In the cells of each column, you can select a property value to use as a filter.

    • To add specific users to the role, select users in the list of Planning Server system users from the box on the left, and then click Add Selected.

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

  5. When you finish adding users, click OK.

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

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Remove a user from a business role membership

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

  2. In the Security and Roles Workspace, click the role whose membership you want to modify.

  3. In the Security and Roles Tasks pane, select Add or Remove Users for This Business Role to open the Add or Remove Users dialog box. The dialog box displays a list of users who currently belong to the role under Selected users.

    • To remove a specific user, select the user name from the list of Planning Server system users, and then click Remove.

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

      Note: Removing a user from all roles does not remove the user from the Planning Server system.

  4. To keep specific users in the role, select the users in the Selected users box, and then click Keep.

  5. When you finish adding or removing users, click OK.

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

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Assign a business role to a user

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

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

  3. In the Security and Roles workspace, click the name of the user whose role membership you want to modify.

  4. In the Workspace Actions pane, click Assign or Remove Business Roles for This User to open the Assign or Remove Business Roles for User dialog box. The Selected roles section of this dialog box displays all business roles that the selected user belongs to.

    • To add the user to specific roles, select the roles in the list of business roles in the model site, and then click Add Selected.

    • To add the user to all business roles in the model site, click Add All.

  5. When you finish modifying the role membership for the user, click OK.

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

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Remove a business role for a specific user

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

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

  3. In the Security and Roles workspace, click the name of the user whose role membership you want to modify.

  4. In the Workspace Actions pane, click Assign or Remove Business Roles for This User.

  5. The Assign or Remove Business Roles for User dialog box displays a list of all business roles in the model site. In addition, the Selected roles section of the dialog box displays the business roles that the selected user belongs to.

    • To remove the selected user from a business role, select that role in the Selected roles box, and then click Remove.

    • To remove the selected user from all business roles in the model site, click Remove All.

    • To retain the user's membership in specific roles, select the roles in the Selected roles box, and then click Keep.

  6. When you finish modifying the role membership for the user, click OK.

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

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