Adding users to Planning Analytics

You must invite users to join IBM® Planning Analytics and then assign them to roles. Note: New for version 11.0.1, if you do not have a paid subscription to Cognos Analytics on Cloud, the role assignment is automated. The task specifying both administrative users and non-administrative users described in this document is not required. For more information about this subject, see How to manage users on integrated Cognos Controller on Cloud with Planning Analytics on Cloud.

1. In your Planning Analytics on Cloud environment, start IBM Cognos Administration.
   Tip: The URL to IBM Cognos Administration is https://customername.planning-analytics.ibmcloud.com/ibmcognos.
2. Select Manage > Administration console > Security, and then click Users, Groups, and Roles.
3. Click the Cognos namespace.
   
4. In the Actions column, click More for the Controller Administrators role.
5. Click the Members tab and click Add.
   
6. Select the Show users in the list check box and choose Planning Analytics.
7. Select one or more users that you want to be administrators.
8. Click the right arrow to move them into the Selected entries pane and then click OK.
9. Select the Everyone namespace and remove it from the Controller Administrators role.
10. Close the Properties window to return to the Users, Groups, Roles tab.
11. Perform steps 2 - 10 to add the same users (the administrative users) to the Controller Administrators role.
    In step 4, select the Controller Users role.
12. Perform steps 2 - 10 to add the non-administrative users to the Controller Users role.
    In step 4, select the Controller Users role.
13. If you see the Everyone namespace in the Controller Users role, remove it.