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.

Click the Role option in the Admin Utilities view group.

 

 

 

Double-click the role in the Role window.

 

 

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?.

 

 Save  the role.