User Access Control
You can set user permissions for reading and writing forecast data, editing forecasts, re-forecasting, closing periods, and deficit distribution. This ensures only authorized users have access to the forecast model and prevents others from making unexpected changes to it.
To set it, click on Home > Manage Measures and then click on the edit icon beside the required forecast measure. This opens the side panel for the forecast measure, where you can set the user permissions under the 'Sharing' tab. By default, all users are permitted to do the aforementioned actions.
Read: Users with read access would be able to only view the forecast data and add comments.
Read+Write: Users with both read and write access can modify and distribute the forecast data to leaf levels.
Close Period Actions: Users added here will have read/write access as well as permission to perform critical forecast actions like closing the actuals, re-forecasting, and distributing the deficit.
To modify, click on the edit icon and add users who will have the corresponding permissions.
Click on Update to save changes.
The access control for forecasting can also be set from the Manage Columns dropdown at the top, just like configuring the access control for the measures as shown below.
The above 'user access' option allows you to grant the necessary permissions to specific users for all visual input columns in the planning sheet.
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