You can update a member's access in a security profile.  

To update a member's access in a security profile:

  1. Navigate to the Security module.
  2. Select the Security Profile Access tab.
  3. Select the profile to update from the dropdown list in the top left.
  4. Select the dimension/hierarchy combination to update from the Hierarchies panel.
  5. Select the role to update from the Roles panel.
  6. In the Members panel, you can update member access. Select Manage included members.
OptionDescriptionExample
Self and DescendantsSelected member and all its descendants.

Europe (Self and Descendants) would include:

  • Europe
    • Spain
      • Madrid
      • Barcelona
    • France
      • Paris
      • Marseille
Self and ChildrenSelected member and its immediate children, but not the children of its immediate children

Europe (Self and Children) would include:

  • Europe
    • Spain
    • France
SelfSelected member only, no children.

Europe (Self) would include:

  • Europe
ChildrenChildren of the selected member, but not the children of its immediate children.

Europe (Self and Descendants) would include:

  • Spain
  • France
DescendantsAll the descendants of the selected member.

Europe (Descendants) would include:

  • Spain
    • Madrid
    • Barcelona
  • France
    • Paris
    • Marseille
  1. Use the search bar to find specific members; otherwise, traverse the hierarchy tree by selecting the chevron next to the parent members.
  2. Select a member to set an access rule or update an existing access rule.
  3. When you have finished setting the member access rules, choose the Select button to continue.
  4. Select the Save icon on the toolbar to save the changes.