Working With Apps

App Permission Operations

To access the Permission tab of a secured app, you should be one of the app owners. Then click on the App name from the Explorer pane and switch to the Permission tab.

Add a Role

1. In the Permission tab, click the plus icon on the level 2 header.

2. In the Role pane, enter the Role Name and Description.

3. Click Add beside Assign Users. The SELECTOR dialog opens.

4. From the left pane select the users you want to assign the role to, click Insert Items to add them to the right pane, and then click OKAY.

5. Click SAVE. The role will be created and assigned to the users.

Assign a Role to Users

You can assign a role to users after the role was created.

1. In the Permission tab, locate a role.

2. Click the User Assignment icon in the Actions column.

3. In the Role pane, click Add beside Assign Users. The SELECTOR dialog opens.

4. From the left pane select the users you want to assign the role to, click Insert Items to add them to the right pane, and then click OKAY.

5. Click SAVE.

Add or Update Role Permissions

1. In the Permission tab, locate a role.

2. Click the Role Assignment icon in the Actions column. A new Permissions tab displays.

   

3. Expand the items in the app, then select the permissions you want the role to have for items within the app:

   • Review
     Select this option to grant the role permission to review the current item.

   • Update
     Select this option to grant the role permission to update the current item.

   • Manage
     Select this option to grant the role permission to manage the current item.

4. Click the Save Tasks icon on the level 2 header to save your settings.

5. Go to the Data tab, and add rows and update values for these elements:

   • Functional Area
     Double-click to select a functional area from the drop-down list.

   • Dimension
     Double-click to select a dimension from the drop-down list.

   • Members
     Click the Edit icon in the cell to select the dimension members.

   • Access
     Double-click to select Read, Write, or Exclude from the drop-down list.

     • Read
       Select this option to grant the role permission to read the dimension members specified in the same row.

     • Write
       Select this option to grant the role permission to modify the dimension members specified in the same row.

     • Exclude
       Select this option to prevent the role from accessing the dimension members specified in the same row.

   

6. Click the Save Data icon on the level 2 header.

7. Go to the Users tab, click the plus icon on the level 2 header, and select or deselect users in the SELECTOR dialog.