Management Rights for Administrator role

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

Name

Description

Manage Users

Enables access to Menu > Users and to these submenus:

  • Users
  • User rights
  • User domains

Manage Versions

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

Enables access to Menu > Data > Workflows and to these actions:

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

Manage Import

Enables access to import data from M3 datasets, file interface, or M3 promotions.

Manage Export

Enables access to export data to M3 datasets, file interface, or M3 promotions.

Manage Triggers

Enables access to M3 Triggers.

Manage Alternative units of measurement

Enables access to Menu > Data > AUM Setup and to these setup options:

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

Manage AUM Factor Edit

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

Manage Attribute

Enables access to Menu > Data > Attribute Setup and to these setup options:

  • Attribute Define
  • Attribute Import

Manage Extra Keys

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

Enables access to these features in Data:

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

Manage Forecast Calculation

Enables the user to calculate a forecast using favorite views or pivot sheet.

Manage Key State

Enables access to these features:

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

Manage Phantoms

Enables access to Dataset > Phantoms to copy the phantom structure from the pivot sheet.

Manage Promotions

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

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

Enables access to Menu > Data > Numerics and texts for keys for modification.

Manage Data Copy

Enables access to these features in Data:

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

Manage Setup Format

Enables access to Setup > Format.

Manage Setup Settings

Enables access to Setup > Setting.

Manage Time marks

Enables access to Lists > Time Marks.

Manage Changes and SA

Enables access to these features in List:

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

Manage User Dataset

Enables access to Menu > Users > User Dataset Access.

Manage User Data Domain

Enables access to Menu > Users > User Domains.

Manage Version New-Copy-Delete

Enables access to these action menus:

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

Manage Budget Deletion

Enables access to the Delete budgets feature in Menu > Data > Budgets.

Manage Phase out Deletion

Enables access to the Delete Key Permanently feature in phase outs in Datasets > Phase out.

Manage Simple AUMs

Enables access to menu point for Menu > Data > Simple AUM

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

Manage Data Administration

Enables access to the three topmost DB screens in Menu > Data Administration:

  • DB Files
  • DB Settings
  • DB Options

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

Manage Add & Remove​ Synchronization

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

By default, this right is enabled for users with administrator role and disabled for users with forecaster central role.

Manage Upload Synchronization

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

Enables access to Tenant Settings in Menu > Data Administration.

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

Manage Server Logs

Enables access to Server Logs in Menu > Data Administration.

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

Manage Feature Toggles 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 select this option.
Execute Workflow By default, this right is enabled but can be disabled.

When Manage Workflow is enabled, this option is automatically enabled. If Manage Workflow is disabled, you can set this option on or off. If both rights are disabled, users cannot run workflows from the shortcut or favorite view action menus. In this case, a message is displayed if you cannot execute a workflow.

Manage Server Workflow
Enables access to Server Workflows in Menu > Data Administration.
Note: This feature is only available for Multi-tenant Cloud deployments.
Manage Schedule Server Task
Enables access to Schedule Server Tasks in Menu > Data Administration.
Note: This feature is only available for Multi-tenant Cloud deployments.

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.