Users and Groups, Hierarchy Members Tab (Master Data Manager)

Use the Hierarchy Members tab to view or assign permissions to hierarchy members. These permissions are optional. If you do not assign permissions on the Hierarchy Members tab, the user can view or update all members for the model objects he or she has access to.

• For users, permissions can be explicitly assigned or inherited from group memberships.

• For groups, permissions are explicitly assigned.

This page contains two panes: Hierarchy Member Permissions and Hierarchy Member Permission Summary.

Buttons

Button Name	Description
Back	Returns to the list of users or groups.
Edit	Enables changes to the user's or group's permissions. This button is available after you select a hierarchy.
Save	Saves changes. This button is available after you click the Edit button.
Cancel	Cancels changes. This button is available after you click the Edit button.

Controls

Control Name	Description
Model	Select the model you want to assign permission to. Note Only models for which you are a model administrator are displayed.
Version	Select the version you want to assign permission to. The same permissions are automatically assigned to all copies of the version that are subsequently created. Permissions assigned to a version other than the most recent apply to that version and newly-created copies of that version only.
Hierarchy	Select the hierarchy with members you want to assign permissions to.
Permissions (Users only)	Select a view of the user's permissions. Possible views are: User only: Displays permissions assigned explicitly to the user. User and inherited from group: Displays permissions assigned explicitly to the user and those inherited from group memberships. If multiple groups overlap with each other or with the user's explicit permissions, duplicates are displayed in the list. Effective: Displays the user's effective permissions, accounting for any combination of explicit and inherited permissions, as well as those inherited from ancestor objects within the model permissions hierarchy. Note You cannot edit permissions while viewing effective permissions.

Hierarchy Member Permissions

Use the Hierarchy Member Permissions pane to view and edit hierarchy member permissions.

Assigned permissions are inherited and cascade down the hierarchy from the closest ancestor. When you assign permissions to a hierarchy node, the members in all other nodes at the same level or higher are hidden from the user.

Buttons

Button Name	Description
Pin selected item	Displays only the selected node and its descendants. This is helpful when browsing large hierarchies.
Locate parent of selected item	Refreshes the hierarchy to display the parent of the selected item in bold text. This is helpful when a pin is applied and you need to see a higher level in the hierarchy.
Refresh hierarchy	Refreshes the hierarchy to display updates. You can use this to remove a pin.
Show/hide names	Shows or hides names that are displayed in brackets in the hierarchy.
View metadata	Opens the Metadata Explorer page, from which you can view metadata.
Search	Finds hierarchy members based on the text you type. A maximum of 500 records are displayed.

Menu Items

Click the Edit button to assign permissions. Then click a node to view the menu.

Menu Item Name	Description
Read-only	Assigns the user or group read-only permission. When all attributes in a hierarchy are read-only, the nodes are displayed in grey italic text in Explorer.
Update	Assigns the user or group permission to add, delete, and update data within the hierarchy. If the user or group has update permission on a member, the user can change the member's attributes and parents. Updateable data is displayed in black text in Explorer.
Deny	Denies permission. The hierarchy or member will not be visible to the user or group.
Details	Displays the date and time the user or group permissions were updated, and by whom.
Undo	Removes the permissions you assigned.

Hierarchy Member Permission Summary

Use the Hierarchy Member Permission Summary pane to view a list of hierarchy member nodes that have permission assigned. You can delete rows from the list.

Buttons

Button Name	Description
Delete selected permission	Deletes the permission.
Locate selected permission	Locates the member in the Hierarchy Member Permissions Pane. The member is displayed in bold black text.

Control

Control Name	Description
Version filter	Filters the grid by the selected version.

Menu Items

A menu is displayed when you click the down arrow in each row of the grid.

Menu Item Name	Description
Delete	Deletes the explicitly-assigned permission. The user can still have inherited permissions.
Details	Displays the date and time the user or group permissions were updated, and by whom. If the permission is inherited from a group, the group name is displayed.

Grid Columns

Column Name	Description
Version	Displays the version to which permissions are granted.
Hierarchy	Displays the name of the explicit hierarchy.
Member	Displays the member to which permissions are granted.
Source Group (Users only)	Displays the group the permissions are inherited from, if the permission is inherited.
Permission	Displays the type of permission. Possible values are: Read-only Update Deny

See Also

Concepts

User and Group Permissions (Master Data Manager)