Configure member set permissions for a business role in Planning Business Modeler

PerformancePoint Planning Business Modeler helps you manage dimensions by organizing dimension members into member sets. After you create a member set, a Data Administrator or Modeler can then specify properties for the member set. These properties automatically apply to all its members. For example, a Data Administrator can enable customized user permissions for a member set.

When customized user permissions for a member set are enabled, a User Administrator can select a business user role, and configure permissions for a member set or for individual dimension members in a member set. These permissions apply to all users in a selected business role. For example, suppose that you want only the marketing department to view the New Clients member set, but you do not want anyone to view data for Client A in the member set. In this situation, you can create a business role. Then, you can configure Read access to the New Clients member set for the role, and deny Read access to the Client A member for the role.

Important: To assure that PerformancePoint Planning Server generates permissions successfully, make sure that Read access is granted to at least one member in every member set that the model contains.

To configure member set permissions for a business role:

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

  2. In the Security and Roles workspace, select Business Roles Only from the View drop-down list.

  3. In the list of role names, click the name of the role whose member set permissions you want to customize. This opens the Summary page of the role workspace.

  4. In the role workspace, click the Role tab. The Role page displays a list of member sets for which you can customize access.

    More about access values for a member set

    The member set list displays a summary of information about each member set. This includes READ access and WRITE access permissions for a selected user. The following table describes the possible values for READ and WRITE access.

    Access value

    Description

    All (default)

    The selected role has READ or WRITE access to all members in the member set.

    None

    The role has no READ or WRITE access to any member in the member set.

    Custom

    The role has permissions configured for individual members in the member set.

  5. Select the member set whose permissions you want to configure for the selected role.

  6. To modify the READ access that the selected role has to the selected member set, locate the Members: READ section of the Edit Role Permissions panel of the Workspace Actions pane. Then, take these steps.

    1. Click the Edit button to open the Change READ Permissions for Business Role dialog box.

    2. In the Available members column of the dialog box, specify custom READ access permissions for all users who are in the selected role by selecting the check box next to the role name. Deny READ access permissions for all users who are in the selected role by clearing the check box next to the role name.

  7. To configure WRITE access for the selected role to the selected member set, locate the Members: WRITE section of the Edit Role Permissions panel of the Workspace Actions pane. Then, take these steps.

    1. Click the Edit button to open the Change WRITE Permissions for Business Role dialog box.

    2. In the Available members column of the dialog box, specify WRITE access by selecting the check box next to the role name. Deny WRITE access by clearing the check box next to the role name.

  8. The Available Members column of the dialog box displays a list of the members in the selected member set that the role can access.

    1. To change the list of members, or to locate members by searching for member properties, you can use the Add, Remove, or Find buttons.

    2. To add or remove descendants of a listed member, right-click the member name to open the shortcut menu. This feature lets you work with a dynamic set instead of explicit member selections. You might have to clear check boxes for members that belong to a set before the menu command becomes available.

      After you select or clear members appropriately, click OK.

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

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