Set Up Access Rights on Scenarios

  • 18 April 2024
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When you set up Access Rights for Scenarios, you’re ensuring that only specific users have the appropriate level of access to view and modify Scenario data within your Workspace. Because you are configuring access rights according to Role, you control who can read, write, or simply have no access to specific Scenarios. This helps to maintain data security and confidentiality, as well as encouraging collaboration and efficiency in Scenario planning and in decision-making processes.
 

  • You need to be a Workspace Security Admin Account Type in order to define access rights on any/all Scenarios. You also need Display Application permission on specific applications in order to manage the access for Shared Scenarios for those apps.
  • We strongly recommend that you read Access rights on Scenarios before you set up Access Rights on Scenarios. 

You have two options to set up Access Rights for each Scenario. The first option is at the Application level, within the Roles, Permissions, and Access page. Here, you configure Scenario restrictions on a role-by-role basis for the application. The other option is at Scenario level, accessible through the Scenarios management page in the Application Settings.

In the Application Settings, you will be able to define the access rights for each Scenario for all Roles in the application including the Admin role. The Admin Role Scenario access rights is not configurable through the Roles, Permissions, and Access page within the application.

Here’s how you can set up and update Access Rights on your Scenarios: 

Define access rights in a Local Scenario

These steps explain how to define access rights when you create a local Scenario. A local Scenario is only available to be used within the current application. 

  1. Navigate to the Application Settings
  2. Click Scenarios in the Application sidebar. 
  3. Click + New.
  4. Complete the required fields, and select the Scenario you want as the initial source of data. 
    This is the Scenario that is used to define the new Scenario's data and formulas.
  5. Click Continue & define access
  6. Click Current Application.
    This displays the Roles and current access rights for each Role in this Application.
     

     
  7. Assign the required access levels for each Role, and then click Save

Define Access Rights in a Shared Scenario

These steps explain how to define Access Rights when you create a shared Scenario. A shared Scenario is a scenario that has been set as available for all applications in the workspace where Scenarios feature is activated. Follow these steps to define the access for Shared Scenarios that have been activated on applications where you have access with Display Application permission on the app. 

  1. Navigate to the Application Settings
  2. Click Scenarios in the Application sidebar. 
  3. Click + Create Scenario.
  4. Complete the required fields, and select the Scenario you want as the initial source of data. 
    This is the Scenario that is used to define the new Scenario's data and formulas.
  5. Click Continue & define access
  6. Click All Applications.
    This displays in which Applications the Scenarios are activated.
  7. Do one of the following: 
    - Click Apply access in bulk, select the required access levels, and then click Apply
     


    - Expand each individual Application, assign the required access levels, and then click Save
     

     

Edit Access Rights for Existing Scenarios

 

Roles, Permissions, and Access page 

These steps explain how to edit Scenario Access Rights at role level. 

  1. Navigate to the Application Settings
  2. Click Roles, Permissions, and Access in the Application sidebar. 
  3. Click the Roles tab.
  4. Click the required role, and click the Edit icon. 
  5. In the Edit Role pane, locate the Access Rights panel and expand Scenarios Access Rights
    This displays the Scenarios, and respective Access Rights, available to this role. 
     

     
  6. Update the required access levels, and then click Save

Scenario Management page 

These steps explain how to edit Scenario Access Rights at Scenario level. 

  1. Navigate to the Application Settings
  2. Click Scenarios in the Application sidebar. 
  3. In the Scenarios page, locate the required Scenario and click the menu (...).
  4. Click Edit access to Scenario.
  5. Update the required fields, and then click Save

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