Administer users and groups
To administer users in IBM® Planning
Analytics Workspace , you must be logged in to Planning Analytics Workspace as
an administrator . If you have the administrator role and meet all of the requirements, you
can invite people who are in the same organization (account) as you to become users in Planning Analytics Workspace on cloud or upload users to Planning Analytics Workspace Local .
Administer users on cloud IBM Planning Analytics Workspace on cloud, you must understand the intersection between subscriptions, environments, and roles. Your user profile must also have a few more characteristics.Manage users and groups on a Planning Analytics database (Cloud only) Users and groups editor to manage users and groups on a Planning Analytics database. You can also use the editor to import users and groups from Planning Analytics Workspace into a Planning Analytics database. You must be an administrator or modeler to manage users and groups on the database.Administer local users To administer users in IBM Planning Analytics Workspace Local , you must have the Administrator role. Your user profile shows your full name, user ID, role, and groups that you belong to.Create users in a Planning Analytics Local database Planning Analytics Local database using the Users and groups editor.Administer groups Export users If you are an administrator, you can export all users in your environment to a CSV file. The exported CSV file can be updated and imported back into IBM Planning Analytics Workspace , which makes it easy to update roles and environments of users with a single bulk upload. Change a user's role Change a user's environment (Cloud only)