Quick Start – Set up Planning Security

Here are the key steps to give users authority to make planning edits in views. These steps make measure items Update Enabled for a user and are a required step for users to be able to edit measure item data in planning views. See also Quick Start – Set up Measures for Planning and 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.