Set permissions for assets

You must have the Full control permission on an asset to set permissions for that asset.

The assets include books, views, websheets, applications, plans, workbenches, or folders.

Set permissions for assets in Planning Analytics Workspace

About this task

When you set permissions, it is important to understand whether you are modifying permissions that are inherited from the folder where the object resides or whether you are creating a new policy of permissions on this object only.

For example, from a book you can set permissions based on the permissions that are inherited from the folder that the book resides in. This approach means that you use effective permissions.

Or you can set permissions specifically for the asset. This approach means that you create a policy of explicit permissions.

Procedure

  1. Locate your asset in the Reports and Analysis, Data and Models, or Applications and Plans page.
  2. Click the Shared tab.
  3. Find the asset for which you want to set permissions. Use the filter, search, and sort options on the Shared tab to narrow the list of items.
  4. Click the Actions icon Actions icon for the asset for which you want to set permissions.
  5. Click Set Permissions.

    By default, the Inherit permissions from <parent> content folder option is selected, indicating that the items inherit permissions from the parent folder. If you leave this option selected, you cannot customize permissions for individual items.

  6. Clear the Inherit permissions from <parent> content folder option.
  7. By default, you see all users and groups for which you can set permissions on the item, regardless of the current permissions.
    Click the Filter icon Filter icon to narrow the view by users and groups or by current permission status.
  8. For each user or group for which you want to assign permissions, select one of the following options:
    View only
    The user or group can view the asset contents and edit data values, but cannot modify asset properties. For example, a user or group with View only permission cannot change layout, height, width, position, tabs, or color properties of a book and cannot add, modify, or remove widgets from a book.
    Edit only
    The user or group can view the asset contents, edit values, delete the asset, and modify asset properties.
    Full control
    The user or group has full administrative control over the asset, and can modify and delete it.

Set permissions for a book in Planning Analytics Workspace Classic

About this task

When you set permissions, it is important to understand whether you are modifying permissions that are inherited from the folder where the object resides or whether you are creating a new policy of permissions on this object only.

For example, from a book you can set permissions based on the permissions that are inherited from the folder that the book resides in. This approach means that you use effective permissions.

Or you can set permissions specifically for the asset. This approach means that you create a policy of explicit permissions.

Procedure

  1. Locate your asset in the Reports and Analysis or Data and Models page.
  2. Click Set Permissions.
  3. By default, you see Showing effective permissions, which means that you are inheriting permissions from the folder where the object is.
    1. Clear Inherit permissions from folder and click Clear all to reset the permissions and set a policy of permissions for the book.
    2. Click Inherit permissions from folder to have the book inherit permissions from the folder that it resides in.
      If you select this option, you can't customize permissions for individual users.
  4. Optional: By default, you see all users who you can set permissions for (All permissions).
    • To see only users who already have permissions on the asset, select Assigned only in the filter beside All permissions.
    • To see only users who are not already assigned permissions on the asset, select Unassigned only in the filter beside All permissions.
  5. By default, you see all users and groups that you can set permissions for in Users and groups.
    • To see only users to set permissions for, select Users only in the filter beside Users and groups.
    • To see only groups to set permissions for, select Groups only in the filter beside Users and groups.
  6. For each user that you want to have access to the asset, click the appropriate permission level.
    View only
    The user or group can view the asset contents and edit data values, but cannot modify asset properties. For example, a user or group with View only permission cannot change layout, height, width, position, tabs, or color properties of a book and cannot add, modify, or remove widgets from a book.
    Edit only
    The user or group can view the asset contents, edit values, delete the asset, and modify asset properties.
    Full control
    The user or group has full administrative control over the asset, and can modify and delete it.