Change a user's environment (Cloud only)

A user's environment may need to be changed as their work needs evolve or change over time. An administrator can use a CSV file or the user interface to change a user's environment.

Before you begin

When you are an account administrator for multiple organizations, you must use https://myibm.ibm.com to manage users in any organization other than the first organization to which you were added.

About this task

Users in IBM® Planning Analytics Workspace can have access to one or more environments. For example, a user can access both your non-production and production environments. In the user interface, you can select a single user and change their environment. Or, you can export users to a CSV file, make changes to environments and then upload those changes.

You can change the environment for one or more users at time.

Results

If a user has multiple environments assigned to it, they will be prompted to select one the next time they log in.

Change a user's environment in Planning Analytics Workspace

Procedure

  1. On the Home page, click the Administrator tile.
  2. Click Users & Groups.
  3. Click the Users tab.
  4. To change environments for a single user:
    1. Select the user on the Users tab.
    2. On the adjacent user detail pane, click the Environments tab.
    3. Click Manage.
    4. Select the environments for the user, then click Save.
  5. To change environments for multiple users:
    1. Select the users on the Users tab.
    2. On the selected items pane, click Set environment.
    3. Select the environments for the users and click Save.