Change a user's role

You can change the role for one or more users. In the user interface, you can select a single user and change their role. Or, you can export users to a CSV file, make changes to roles and then upload those changes.

Note: In a user's profile, you can see only the role that a user has in the current environment. If they belong to another environment with a different role, you must log in that environment to see that role reflected in the user profile.

When you make changes to the roles of users in the current environment using a CSV upload, you will see the changes reflected in the users' profiles in the current environment.

If you make changes to the roles of users in other environments using a CSV upload, you must log in to those environments to see the changes reflected in the users' profiles.

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

The following roles are available:

Consumer: Consumers can open books and views and other content that is shared with them.; Consumers cannot create their own books and views, but they can share content that is shared with them, with consumer rights only.; Consumers can delete books and views if they have Full control permission set for those books and views.; Note: When you log in to Planning Analytics Workspace from an iPad, you are always a Consumer, regardless of your actual role. For more information, see Accessing Planning Analytics Workspace from Apple iPad.
Analyst: Analysts have the rights of a consumer, plus the following abilities:; Analysts can create, edit, and share books and views.; Analysts can delete books and views if they have Full control permission set for those books and views.
Modeler: Modelers have the rights of an analyst plus the following abilities:; They can create and share content, and edit content that is shared with them.; Modelers can create, edit, and delete dimensions and hierarchies. They can add, delete, cut, paste, copy, move, and sort members and their attributes in a hierarchy.; For more information, see The modeler role.
Administrator: Administrators have all the rights of a modeler, plus the following abilities:; Administrators can see all content in the workspace.; Administrators can set permissions for a book.; Note: At least one user in your organization must have the administrator role. If your organization has only one administrator, this user cannot be deleted or assigned to another role. Administrators can assign roles to users and only an administrator can change another user's role to administrator.; By default, the administrator role is assigned to the first user in your organization's Planning Analytics Workspace account. In Planning Analytics Workspace on cloud, this first administrator is also known as the subscription administrator. Only the subscription administrator can add new users.

Change a user's role in Planning Analytics Workspace

Procedure

On the Home page, click the Administration tile.
Click Users & Groups.
Click the Users tab.
To change the role for a single user:
1. Select the user on the Users tab.
2. Select a new role on the Details tab.
3. Click Apply.
To change multiple users to the same role:
1. Select the users on the Users tab.
2. On the selected items pane, click Set role.
3. Select a role for the users and click Apply.

Change a user's role in Planning Analytics Workspace Classic

Procedure

On the Welcome page, click your user name, and then click Administer.
Click the circle next to a user name to select an individual user. Click the circle at the top of the list to select all users. To select multiple adjacent users, click the circle next to the first user and then press Shift + click the circle next to the last user.
A user is selected when a check mark in the circle accompanying the user name.
Beside Applicable actions, click Manage roles.
In the Select a role window, select a role.