Adding users in Cloud Pak for Data

After you provision the Planning Analytics service, you must add users to IBM® Cloud Pak for Data and provide users access to Planning Analytics Workspace.

Before you begin

To complete this task the first time, you must be the user who provisioned the service. If you add other users as Administrators for the service, they can also manage users.

About this task

As an administrator of the Planning Analytics service, you can specify which users have access to the service and the permissions that they have.

Users can have one of the following roles:

Role Description
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.
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.
Consumer Consumers have the following abilities:
  • 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.
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.

Procedure

To manage the users who can access the service:

  1. Log in to the IBM Cloud Pak for Data web client.
  2. From the menu, select Instances.
  3. On the Instances page, locate the planning-analytics-app instance.
  4. From the action menu, select Manage access.
  5. To add users:
    1. Click Grant access.
    2. Select the users to add and the role that each user has.
      You can change a user's role after you add them.
    3. Click OK.
  6. To remove users, select the user. Then, from the actions menu, click Remove.