Inviting users to your Planning Analytics as a Service environment

Inviting users to your service instance

To invite users using IAM into your IBM Cloud account, complete the following steps:

1. In the Manage dropdown menu, click Access(IAM).

2. Click Invite Users in the Manage access and users dashboard.

3. In the text box, enter the email adresses of the users you want to invite to your IBM Cloud account.

4. Configure the users’ access policy.

   • If you have created an access group with defined access for the service, click Access groups then select the group to which you want to assign the invited users. For more information on access groups, see Assigning access to resources by using access groups.

   or

   1. Click Access policy to define access for the users you are inviting.

   2. Select the service for which you want to define access: Planning Analytics for a production environment or Planning Analytics Dev for a development environment.

   3. Click Next.

   4. Specify the Resources for which you want to grant access, then click Next .

   5. Specify the levels of Resource group access you want to assign, then click Next. You can select a level to view a definition of the access that is provided by the level.

   6. Under Service access, select the Planning Analytics User role to allow users to log into your Planning Analytics service instance(s).

   7. Under Platform access, selct the appropriate level of platform access required for the Planning Analytics User. You can select a level to view a definition of the access that is provided by the level.

5. Click Review.

6. Once the process is reviewed, click Add to move your desired access to the Access summary pane.

7. Click Invite. Your users will receive an email invitation, inviting them to access your IBM Cloud account. They will need to accept this invite before they can access the Service Instance.

Inviting users into Planning Analytics Workspace

The user who created the IBM Planning Analytics® as a Service instance from the IBM Cloud Catalog is given the administrator role in Planning Analytics Workspace by default and can log in to the workspace. This user is also given the environment administrator role, which allows them to create and manage additional environments within the service instance.

Once the administrator is logged into Planning Analytics Workspace, each user that has been invited into IAM must now also be invited into Planning Analytics Workspace and assigned roles though Planning Analytics Administration.

1. On the Planning Analytics Workspace hmoe page, click the Administration tile.

2. Click Users & Groups.

3. Click the Users tab.

4. Click Add and enter the first name, last name, and email address of the new user.

5. Select a role. The Analyst role is selected by default. You can change the role later. For more information about roles, see User roles.

6. Click Add.

7. If you invite a user with the Administrator role, you have the option to assign the user Environments admin priveleges, which allows the user to administer, create, and delete environemnts. If you want to assign these priveleges to an Administrator, enable the Environments admin priveleges option on the users's Details tab.

If a user who has been invited in IAM is not added to Planning Analytics Workspace, they receive a message instructing them to contact their administrator when attempting to access Planning Analytics Workspace. Adding them to Planning Analytics Workspace will resolve the issue.