Administer local users

To administer users in IBM® Planning Analytics Workspace Local, you must have the Administrator role. Your user profile shows your full name, user ID, role, and groups that you belong to.

Workflow

Follow these steps to manage a group of users locally:

  1. Upload users by dropping a CSV file on to the dialog box or tapping the dialog box to browse for a local CSV file. For more information, see Add multiple users in Planning Analytics Workspace(Local only).
  2. Create groups of users in the Groups tab. For more information, see Administer groups.
  3. Optional: Upload groups in the Groups tab by dropping a CSV file on to the dialog box or tapping the dialog box to browse for a local CSV file. For more information, see Administer groups.
  4. Export users to a CSV file. For more information, see Export users.
  5. Click Export groups in the Groups tab to save a CSV file of existing groups to your local file system. This is a great way to create a CSV file to add users to existing groups.
  6. Optional: Manage roles for several users at one time. This is useful if you upload a group of users but want to assign them different roles. For more information, see Change a user's role.
  7. Optional: Activate or deactivate a user. For more information, see Activate or deactivate a user (Local only).
  8. Optional: Delete users.
  9. Optional: Delete multiple users by using a CSV file. For more information, see Delete multiple users (Local only).