Security and roles in Planning Business Modeler

The security model for Planning Server is based on roles. Users are assigned to roles, and their permission levels in the Planning Server system are dictated by the roles to which they belong. The two types of roles are administrative roles and business roles.

In This Section

  • About administrative roles
    Provides links to topics about administrative roles, which are used to grant appropriate permissions to key personnel in your organization. Use these predefined roles first to design your infrastructure, and then to maintain the infrastructure after the system is operational. Your ability to perform tasks in Planning Business Modeler is determined by your membership in administrative roles.
  • About user-defined business roles
    Provides links to topics about business roles, which are used to control access to business data for PerformancePoint Add-in for Excel users. A business role is created in Planning Business Modeler and applies only to the model site that it is created in.

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