Quick Start – Modify Roles for Planning

Here are the key steps for editing a role in order to make measures planning enabled for its users. See also Quick Start - Set up Views for Planning.

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Click the Role option in the Admin Utilities view group.

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Double-click the role in the Role window.

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In the Role Maintenance window, use the Update checkboxes on the Measures tab to give Update authority to the measures.

If an Update checkbox does not exist or is disabled for a Category, see Why isn’t there an Update Checkbox Available for a Role’s Category? or see Why is an Update Checkbox Disabled for a Role’s Category?.

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 Save savebuttonoff.png  the role.