Management Rights for Administrator role

This table shows the user management rights that are available for the administrator role:

Name

Description

Manage Users

This right enables access to Menu > Users and to these submenus:

  • Users
  • User rights
  • User domains

Manage Versions

This right enables access to Version Control and to these action menus:

  • View and edit version properties
  • Create new empty versions
  • Copy versions
  • Delete versions
  • Open versions
  • Close versions
  • Compact database

Manage Workflow

This right enables access to Menu > Data > Workflows and to these actions:

  • Run workflows
  • Create, edit, or delete existing workflows

Manage Import

This right enables access to import data from M3 datasets, file interface, or M3 promotions.

Manage Export

This right enables access to export data to M3 datasets, file interface, or M3 promotions.

Manage Triggers

This right enables access to M3 Triggers.

Manage Alternative units of measurement

This right enables access to Menu > Data > AUM Setup and to these setup options:

  • AUM Define
  • AUM Conversion
  • AUM Import
  • AUM Deploy

Manage AUM Factor Edit

This right enables access to Menu > Data > AUM Factor Edit. The AUM factors are edited in a special grid view.

Manage Attribute

This right enables access to Menu > Data > Attribute Setup and to these setup options:

  • Attribute Define
  • Attribute Import

Manage Extra Keys

This right enables access to Menu > Data > Extra Key and to these setup options:

  • Extra Key Define
  • Extra Key Import
  • Change Extra Keys in pivot sheet

Manage Forecast Methods

This right enables access to these features in Data:

  • Forecast Method Define
  • Create Seasonal index
  • Change Forecast Methods in pivot sheet

Manage Forecast Calculation

This right enables the user to calculate a forecast using favorite views or pivot sheet.

Manage Key State

This right enables access to these features:

  • Menu > Lists > Key State
  • Dataset > Phase out
  • Change Key State in pivot sheet

Manage Phantoms

This right enables access to Dataset > Phantoms to copy the phantom structure from the pivot sheet.

Manage Promotions

This right enables access to Menu > Data > Promotions List.

To access the Promotion header and lines, double-click the Promotion key or Item number column.

Manage Scripts

This feature enables access to Menu > Lists > Scripts. If this right is enabled, the user can also access the scripts in the pivot sheets.

Manage Numeric/Text for Keys

This right enables access to Menu > Data > Numerics and texts for keys for modification.

Manage Data Copy

This right enables access to these features in Data:

  • Favorite View data
  • Dataset data
  • Expand Dataset data
  • Favorite Views and Scoreboard

Manage Setup Format

This right enables access to Setup > Format.

Manage Setup Settings

This right enables access to Setup > Setting.

Manage Time marks

This right enables access to Lists > Time Marks.

Manage Changes and SA

This right enables access to these features in List:

  • Change lists
  • Sales activities
  • Change categories
  • External References

Manage User Dataset

This right enables access to Menu > Users > User Dataset Access.

Manage User Data Domain

This right enables access to Menu > Users > User Domains.

Manage Version New-Copy-Delete

This right enables access to these action menus:

  • New empty version
  • Copy version
  • Delete version
  • Save Version
  • Load version
  • Compact database

Manage Budget Deletion

This right enables access to Delete budgets feature in Menu > Data > Budgets.

Manage Phase out Deletion

This right enables access to Delete Key Permanently feature in phase outs in Datasets > Phase out.

Manage Simple AUMs

 This right enables access to menu point for Menu > Data > Simple AUM

By default, this right is switched on and only available for users with administrator role.

Manage Data Administration

This right enables access to the three topmost DB screens in Menu > Data Administration:

  • DB Files
  • DB Settings
  • DB Options

By default, this right is switched off and only available for users with administrator role.

Manage Add & Remove​ Synchronization

 This right enables access to add and remove files from the synchronization process screen in Menu > Version > Synchronization.

By default, this right is switched on for users with administrator role and switched off for users with forecaster central role.

Manage Upload Synchronization

 This right causes files, that have changes, to be uploaded in the server.

By default, this right is switched on for users with administrator role and switched off for users with forecaster central role.

Note: Both administrator role and forecaster central role will have download synchronization.

During synchronization, a spinning yellow arrow icon is displayed in the lower right corner.

Manage Tenant Settings

This right enables access to Tenant Settings in Menu > Data Administration.

By default, this right is switched off and only available for users with administrator role.

Manage Server Logs

This right enables access to Server Logs in Menu > Data Administration.

By default, this right is switched off and only available for users with administrator role.
Manage Feature Toggles This right enables the administrators only to have access to the Feature Toggles dialog box. This will limit who can modify this feature.
Note: You must have Manage Data Administration to access Manage Feature Toggles.

To disable the importing and exporting of data through an ODBC and MI connection, a user assigned to an administrative role must disable the access to these rights:

  • Manage Import
  • Manage Export
  • Manage AUM
  • Manage Attribute
  • Manage Extra Keys
  • Manage Scripts

    The access to this right must be disabled if the script is configured for data import through ODBC connection.