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varghesejac
Calcite | Level 5

Our issue involves a data entry form that includes four slicers. The first slicer is for the sales hierarchy, which has a specific hierarchy structure comprising a demand planner, regional sales supervisor, area supervisor, sales supervisor, and salesman. Security settings are applied to all dimensions based on data access rights. For instance, if a salesman has read and write permissions for a particular dimension, the sales supervisor above the salesman will also have the same access or a subset of that access.

 

These security settings apply to all levels of the hierarchy, including regional supervisors, regional sales supervisors, and demand planners. When a regional sales supervisor logs into the form, the slicers will display member lists based on the security applied in the dimensions for the regional supervisor. For example, the sales hierarchy slicer will display all members who belong to the regional sales supervisor and those below him.

 

The problem we are facing is that when the regional supervisor selects a salesman from the sales hierarchy slicer, the other dimensions in the data entry form should update based on the selection made in the sales hierarchy slicer. In essence, after selecting the salesman from the sales hierarchy slicer, all other dimensions should update and only display members who belong to that particular salesman.

3 REPLIES 3
Kamsh2094
SAS Employee

The financial management system provides security to hierarchical members.

For instance, when a supervisor (let's say "a") logs in, the slicers will only show the values that they have read permission for. In this scenario, supervisor "a" has been assigned with four salesmen (let's say "w", "x", "y", and "z"), and each of them has read access to specific products.

When supervisor "a" logs in, they will see all the four salesmen in the slicer for the sales hierarchy, and the products available in the product hierarchy (i.e., Camera, Photo paper, Printer, and Ink). However, when supervisor "a" selects salesmen "x", the product hierarchy will still display all the products, even though "x" only has read access to Camera. This is because the product dimension member security is assigned to the user who logs in and not to the members of other dimensions.

 

More details can be found on the Financial Management Admin Guide:

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Setting Read and Write Permissions
In the Properties window for a member, you can set access permissions for an individual user or a group that the user belongs to. Follow these steps:
1 Click Add to add one or more users and groups.
2 On the Security page, select one or more identities.
To grant Read permission, select the Read check box. To deny Read permission, clear the check box.
To grant Write permission for data entry, select both the Read data and Write data in a form check boxes. To deny Write permission, clear the Write data in a form check box.
To restore default Read and Write access to a user or a group, click the name of the user or group in the display region, and then click Remove.
Note: The Write data in a form permission is honored only for data entry in a form, not for posting adjustments, ETL jobs, or other operations.

*********************************************************************************************************************

varghesejac
Calcite | Level 5

Thank you @Kamsh2094 for the reply. But, how can we assign the product dimension member security to the members of other dimensions?

Kamsh2094
SAS Employee

Hello @varghesejac ,

 

The security is based on the user and the group, and it applies explicitly for individual dimension members, so it is not possible to grant read/write permission to a member of one dimension based on the permissions of another dimension.

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