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Assuming users use HFM through the web not the client:
Users can load data through a grid, data form, smartview, and FDM.
You can grant or limit this in shared services with provisioning:
Grid - To grant access to load data in a grid give them "Enable write back in Web Grid"
Smartview - To grant access to load data from Smartview to HFM give them the "Load excel Data" provision
Data Form - We only allow Admins to create data forms and only create data forms for data we want users to be allowed to load.
FDM - only grant FDM access to users that you want to load data to HFM
Users can only load data to accounts and entities they have "ALL" access to the corresponding security class found in the Project area of shared services. If they have Read access they cannot load data to it.
Edited by: user2609991 on Apr 23, 2009 10:18 AM
By the way: how do I make sure that a user, who has data load rights via SmartView, does not submit data to entities that are already on process level "Submitted"?
Currently they are able to load data, even though they have only Review1 level rights and even though the entity is set to "Submitted". That means that they in theory could change previous actual figures, what of course is a security issue.
We are using HFM 9.2.
Thanks in advance!