Remove a user (cloud only)

As an administrator, you can remove users from IBM® Planning Analytics Workspace on cloud.

Note: Removing a user’s subscription to the Planning Analytics on Cloud service also renames the user's personal folder to Unknown. All the workspace assets of the removed user remain in the renamed folder. As an administrator, you can see but cannot open assets in the personal folder of a user that has been removed. You must move the assets from the removed user's personal folder and place them in your own personal folder or the Shared folder to open them.

Procedure

  1. If you want to completely remove a user from all subscriptions to IBM products, see Remove a user from all subscriptions.
  2. If the user has access to multiple subscriptions from other IBM products that they want to keep, see Remove a user from Planning Analytics Workspace only.

Remove users in Planning Analytics Workspace

Planning Analytics on Cloud administrators can remove multiple users at once in Planning Analytics Workspace Administration.

After one or more users are removed from the primary environment by the administrator, the following changes are applied automatically:

  • The users are removed from all secondary environments, from IBM Subscriptions Management, and from group memberships.
  • The users' personal folders are renamed to Unknown, and each user's workspace assets remain in this folder.

    As an administrator, you can see but cannot open assets in the personal folders of the removed users. You must move the assets to your own personal folder, or to the Shared folder, to open them. Users' shared assets remain in the shared folder.

Procedure

  1. Log on to Planning Analytics as a member of the Administrator role.
  2. In the Welcome page, select Administration.
  3. Click Users & Groups.
  4. On the Users tab, select one or multiple users that you want to remove.
  5. In the toolbar, click the delete icon Delete database icon.

    The Delete users dialog box with the selected user name or names is displayed.

  6. Click Yes to remove the selected users.

    If the names are successfully removed, a confirmation message is displayed.

Remove a user from all subscriptions

You can remove a user from all IBM subscriptions.

Before you begin

  • You must be a member of the same organization as the users that you are removing.
  • You must be a subscription administrator.

Results

  • As of Planning Analytics Workspace 2.0.54, the user is automatically removed from all environments within the organization. You no longer need to remove the user from secondary environments before removing the user from the primary environment.
  • Removing a user’s subscription to the Planning Analytics on Cloud service also renames the user's personal folder to Unknown. All the workspace assets of the removed user remain in the renamed folder. As an administrator, you can see but cannot open assets in the personal folder of a user that has been removed. You must move the assets from the removed user's personal folder and place them in your own personal folder or the Shared folder to open them.
  • The user will not have access to Planning Analytics Workspace and will no longer consume a Planning Analytics subscription.
  • The user is no longer a member of the organization and can be invited to be a member of another organization.
  • The user will no longer have access to any other IBM subscriptions that they might be entitled to with this subscription management service.

Remove a user from all subscriptions in Planning Analytics Workspace

Procedure

  1. On the Welcome page, click the Administration tile.
  2. Click Users and Groups.
  3. Click Users.
  4. Click IBM Subscriptions Manager.

    The organization (account) that you belong to opens in the current window.

  5. Click Entitled Users.

    The list shows all the users that are members of your organization. For each user, you can see their name, email address, organization, subscription, and entitlement status.

  6. Click Down arrow adjacent to the user that you want to remove.
  7. Click Remove Access.
  8. Click OK to confirm.
    Allow several minutes for the Users tab to update.

Remove a user from Planning Analytics Workspace only

You can remove a user from only the Planning Analytics on Cloud service if a user has access to multiple IBM subscriptions.

Before you begin

  • You must be a member of the same organization as the users that you are removing.
  • You must be a subscription administrator.

Results

  • As of Planning Analytics Workspace 2.0.54, the user is automatically removed from all environments within the organization. You no longer need to remove the user from secondary environments before removing the user from the primary environment.
  • Removing a user’s subscription to the Planning Analytics on Cloud service also renames the user's personal folder to Unknown. All the workspace assets of the removed user remain in the renamed folder. As an administrator, you can see but cannot open assets in the personal folder of a user that has been removed. You must move the assets from the removed user's personal folder and place them in your own personal folder or the Shared folder to open them.
  • The user will not have access to Planning Analytics Workspace and will no longer consume a Planning Analytics subscription.

Remove a user from Planning Analytics Workspace only in Planning Analytics Workspace

Procedure

  1. On the Welcome page, click the Administration tile.
  2. Click Users & Groups tab.
  3. Click the Users tab.
  4. On the Users page, click IBM Subscriptions Management.

    The organization (account) that you belong to opens in the upper left corner of the window.

  5. Click Entitled Users.

    The list shows all the users that are members of your organization. For each user, you can see their name, email address, organization, subscription, and entitlement status.

  6. Click the name of the user that you want to remove.
  7. In the Edit User window, click Subscriptions, and clear the Planning Analytics Subscription (Modeler, User, or Explorer) check box.
  8. Click Save and Close.
    Allow several minutes for the Users tab to update.