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Functional roles are assigned to each user in the New Owner and Edit Owner panels, and determine access to the systems throughout PMF.
Before you set up a new functional role, you must set up a corresponding group in Managed Reporting using the Managed Reporting Administration Interface. For details about using this interface, see the WebFOCUS Managed Reporting Administrator's Manual.
The New Functional Role page opens, as shown in the following image.
For more information about setting access levels, see Access Levels for Functional Roles.
The systems listed in the panel include Scorecard Objects, Security Settings, Dimensions, Measures Loads & Metadata, Gadgets and Dashboard Designs, Tasks, Processes, Projects, System Objects & Settings, Actuals, Targets, Benchmarks, Forecasts, and Stretches. For more information about these fields, see Fields in the Functional Role Panels.
The Functional Role panels contain three fields that are manually entered. The Role ID, which is a permanent ID used to track a role (cannot be edited after the role is created), the Role Name, and the Description.
The following table lists and describes the fields you can use to set access levels in the New Functional Role and Edit Functional Role panels.
Field |
Controls the ability to add/change/delete/view ... |
---|---|
Scorecard objects |
Scorecards, Perspectives, Objectives, Objective-to-Measure Linkages, Objective-to-Measure Weights, and Themes. Note: If you have Scorecard Functional Access set to Y, this option is ignored and user-specific scorecard access provides control. |
Security settings |
Scorecard Functional Access, Access Roles, and Owners. |
Dimensions |
Dimension designs and Dimension loads. |
Measures Loads & Metadata |
Measure Metadata, Measure Loads, User-entered Measures, and Measure Dimensional Tolerances. |
Gadgets and Dashboard Designs |
Gadget Classes, Gadget Default Settings, Dashboard Designs. |
Tasks |
Measures Tasks. |
Processes |
Processes. |
Projects |
Projects and Project Measures. |
System objects & settings |
PMF System Settings, Time Ranges, Units of Measure, and Content (including links to external Web content and WebFOCUS operational reports). |
Actuals |
Measures Actuals data entry for User-Entered Measures. |
Targets |
Measures Targets data entry for User-Entered Measures. |
Benchmarks |
Measures Benchmarks data entry for User-Entered Measures. |
Forecasts |
Measures Forecasts data entry for User-Entered Measures. |
Stretches |
Measures Stretch Targets data entry for User-Entered Measures. |
The Edit Functional Role panel opens for that role.
Editing a functional role changes program access for all users currently connected to that role, so make changes carefully. Also, it is possible to remove other functional roles access to change owners. As a result, no users would be able to change program access within PMF. If this happens, contact Customer Support Services.
Note: If you rename a functional role, you must update the dashboard for that new role name in the Dashboard View Builder.
The Edit Functional Role panel opens for that role.
Caution: Deleting a functional role deletes program access for all users currently connected to that role, so make changes carefully. Also, it is possible to delete the last functional role that has access to change owners. As a result, no users would be able to change program access within PMF. If this happens, contact Customer Support Services.
By default, all functional roles are given "Admin" access. You can limit users to input only actuals or only targets, by editing the functional role to which they belong using the Edit Functional Role panel.
The Edit Functional Role panel opens for that role.
The following table lists and describes the different access levels that can be set for functional roles.
Access Level |
Description |
---|---|
Admin |
Allows add/change/delete/view access to object forms, and to any dependent objects, if applicable. |
Editor |
Allows change/view access to object forms, and to any dependent objects, if applicable. |
Admin (if owner) else Editor |
Access depends on object Ownership. If the Owner is designated as the object Owner, they are given add/change/delete/view access to object forms, and to any dependent objects, if applicable. If the Owner is not designated as the object Owner, they are given change/view access to object forms, and to any dependent objects, if applicable. |
Admin (if owner) else Viewer |
Access depends on object Ownership. If the Owner is designated as the object Owner, they are given add/change/delete/view access to object forms, and to any dependent objects, if applicable. If the Owner is not designated as the object Owner, they are given view-only access to object forms, and to any dependent objects, if applicable. |
Viewer |
Allows view-only access to object forms, and to any dependent objects, if applicable. |
No Access |
Does not allow the user to view object forms. |
Note: If a role does not have a corresponding access to the tab in question, it does not make sense to grant read/write access. For example, by default, consumers and analysts have no access to the Manage tab. If you grant them access to Add/Change/Delete Owners, it is meaningless unless you add that tab to their Group View as well.
Caution: Deleting a functional role deletes program access for all users currently connected to that role, so make changes carefully. Also, it is possible to delete the last functional role that has access to change owners. As a result, no users would be able to change program access within PMF. If this happens, contact Customer Support Services.
The following table lists the security settings that are available in PMF for gadgets and dashboards.
Security Setting |
Authorized to... |
---|---|
Admin |
|
Editor |
|
Admin (if owner) else Editor |
|
Admin (if owner) else Viewer |
|
Viewer |
|
No Access |
|
WebFOCUS |