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Add users to or remove users from an administrative role

In Planning Business Modeler, you can modify the membership of the Data Administrator, Modeler, and User Administrator roles that have a model site scope. You must belong to the User Administrator role to modify administrative role membership in Planning Business Modeler.

Note

To manage the membership of an administrative role at the application level, use the Planning Administration Console.

Before you modify administrative role membership, read the following information:

  • Before a user can be added to a role, he or she must be added to the Planning Server system from the Planning Administration Console.

  • Planning Business Modeler supports the separation of administrative responsibilities in the Security and Roles workspace. If your organization is not structured in this manner, you can add users to more than one administrative role. Users who belong to multiple administrative roles can perform all tasks that each role allows.

  • Members of the Data Administrator and Modeler roles can create an unlimited number of objects in the Planning Server system. You should advise members of these roles that Planning Server performance can be affected by the number of objects they create in Planning Business Modeler and by the number of users assigned to those objects.

  • To perform data integration tasks on a staging database, a member of the Data Administrator role must also have explicit permissions for the Microsoft SQL Server 2005 database. However, for security reasons, members of the Data Administrator role should not have full database permissions unless that is necessary.

To add users to or remove users from an administrative role

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

  2. In the Security and Roles Tasks pane, click the appropriate link: Add or Remove Modelers, Add or Remove Data Administrators, or Add or Remove User Administrators. The Add or Remove Users dialog box opens. Users who currently belong to the role are listed under Selected users.

  3. Add users to the role, as follows. You can use the boxes under the column headings to filter users based on user properties. To see a user who was added after you opened Planning Business Modeler, click the View menu and then click Refresh. You will be prompted to save your changes to the model site.

    • To add specific users to the role, select users in the list of PerformancePoint 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.

  4. Remove users from the role, as follows:

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

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

    • 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.

See Also

Tasks

Add users to or remove users from a business role

Other Resources

About administrative roles