Create a business role

Business roles are created in Planning Business Modeler to control access to business data for PerformancePoint Add-in for Excel users. A business role applies only to the model site that it is created in. Creating a business role consists of three main iterative processes.

• Create the role and configure the permissions for the role. You must belong to the Data Administrator or Modeler role to create a business role or to configure permissions for the role.

• Open access to one or more models. You must belong to the Data Administrator or Modeler role to activate the role to access any business data in a model.

• Add users to the role and customize user permissions. You must belong to the User Administrator role to add users to a role or to customize permissions for specific users.

For tips and other information that can apply when you configure roles or implement your security model, see the Best practices for business roles topic.

To create a business role

1. In the Workspace Browser pane, select Security and Roles.

2. In the Security and Roles Tasks pane, click Create a Business Role. The Create a Role dialog box opens.

3. In the Name box, type a name for the business role. The name is intended to be a descriptor for the role and can contain up to 256 characters.

4. In the Label box, enter a label for the business role. The label is used as the primary identifier for the role. It can contain up to 40 characters and must be unique. For more information about label restrictions, see the About names and labels topic.

5. (Optional) In the Description box, enter a description of the role. The description can contain up to 512 characters.

6. Under Default permissions, move the slider to select the default permissions for the role. The setting you choose will apply to every member set in the model site that includes member sets that are added in the future.

   Use this as the starting point for defining permissions for the role. After you create the role, you can specify explicit permissions for particular member sets and members.

   The default permissions options are as follows:

   • No access This is the default setting. Users assigned to this role cannot access any member set in the model site.

   • Read-only access Users assigned to this role get Read-only access to all member sets in the model site. Users assigned to this role do not get Write access to any member set in the model site.

   • Read and Write access Recommended only for evaluation environments. Users assigned to this role get Read-and-Write access to all member sets in the model site.

7. Click OK to close the Create a Role dialog box. The Summary page displays information for the new role. The Models section lists every model in the model site. By default, access to every model for a new business role is set to Off.

8. To grant the new role access to a model, click the field in the Access column next to the model, and then select On in the menu.

   Note

   You might prefer to configure the role before you grant access to a model. For more information about how to configure the role, review one of the following procedures: Edit member set permissions for a business role, Add users to or remove users from a business role, or Edit user permissions in a business role.

9. On the File menu, click Save Model Site to save your changes.

See Also

Tasks

Edit the default permissions for a business role

Other Resources

About user-defined business roles
About administrative roles