When you set up access rights for Scenarios, you’re ensuring that only specific Members have the appropriate level of access to view and modify Scenario data within your Workspace. Because you are configuring access rights according to Role, you control who can read, write, or have no access whatsoever to specific Scenarios. This helps to maintain data security and confidentiality, as well as encouraging collaboration and efficiency in Scenario planning and in decision-making processes.
Before you begin
- You need to have a Workspace Security Admin account type in order to define access rights on any or all Scenarios.
- You also need the Display Application permission on specific Applications in order to manage the access for shared Scenarios for those Applications.
- We recommend that you read and understand the following topic before you set up access Rights on Scenarios: Access rights on Scenarios
Where can I set up access rights for Scenarios?
You have two options to set up Access Rights for each Scenario:
- Application level. This is within the Roles, permissions, and access page. Here, you configure Scenario restrictions on a Role-by-Role basis for the Application.
- Scenario level. This is accessible through the Scenarios management page in the Application Settings. here you can define the access rights for each Scenario for all Roles in the Application including the Admin Role. Admin Role Scenario access rights is not configurable through the Roles, Permissions, and Access page within the Application.
Define access rights in a local Scenario
These steps explain how to define access rights when you create a local Scenario. A local Scenario is specific to the current Application and cannot be accessed outside of it.
- Go to the Application Settings.
- Click Scenarios in the Application sidebar.
- Click + New.
- Complete the required fields, and select the Scenario you want as the initial source of data.
This is the Scenario that is used to define the new Scenario's data and formulas. - Click Continue & define access.
- Click Current Application.
This displays the Roles and current access rights for each Role in this Application. - Assign the required access levels for each Role, and then click Save.
Define access rights in a shared Scenario
Shared Scenarios are Scenarios that are made available across all Applications within a Workspace where the Scenarios feature is enabled. These steps explain how to define access rights for a shared Scenario. Ensure that you have the Display Application permission for those Applications.
- Go to the Application Settings.
- Click Scenarios in the Application sidebar.
- Click + Create Scenario.
- Complete the required fields, and select the Scenario you want as the initial source of data.
This is the Scenario that is used to define the new Scenario's data and formulas. - Click Continue & define access.
- Click All Applications.
This displays in which Applications the Scenarios are activated. - Do one of the following:
- Click Apply access in bulk, select the required access levels, and then click Apply.
- Expand each individual Application, assign the required access levels, and then click Save.
Edit access rights for existing Scenarios
Roles, permissions, and access page
These steps explain how to edit Scenario access rights at Role level.
- Go to the Application Settings.
- Click Roles, Permissions, and Access in the Application sidebar.
- Click the Roles tab.
- Click the required Role, and click the Edit icon.
- In the Edit Role pane, locate the Access Rights panel and expand Scenarios Access Rights.
This displays the Scenarios, and respective access rights, available to this Role. - Update the required access levels, and then click Save.
Scenario management page
These steps explain how to edit Scenario access rights at Scenario level.
- Go to the Application Settings.
- Click Scenarios in the Application sidebar.
- In the Scenarios page, locate the required Scenario and click the menu (...).
- Click Edit access to Scenario.
- Update the required fields, and then click Save.