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Dokumentation
Dokumentation
Adaptive Planning
Example: Create a Permission Set and Assign to Contributors

Example: Create a Permission Set and Assign to Contributors

Create a permission set that enables users to edit data in sheets, and build reports and charts.
You have 3 contributor users and need a permission set that's broad enough to apply to them. You can later refine the data access for each user with different access rules.
You apply the contributor permission set to these users:
  • Financial Analyst.
  • VP of Sales.
  • Regional Manager.
All 3 users must build reports and charts, and edit at least some data on sheets.
  1. Select
    Administration
     from the main menu.
  2. Click
    Permissions Sets
    .
  3. Click
    New Permission Set
    .
  4. As you complete the form, consider:
    Option Bezeichnung
    Permission Set Name
    Enter
    Contributor
    .
    Set Using Template
    Select
    Contributor
  5. Click
    Submit
    .
  6. From the breadcrumbs, select
    Administration
    .
  7. Click
    Users
    .
  8. Click
    New User
    .
  9. As you complete the form, consider:
    Option Bezeichnung
    Name
    Enter
    Financial Analyst
    .
    Username
    Enter
    fin.analyst@company.com
    .
    Password and Re-enter Password
    Enter anything.
    Permission Set
    Select
    Contributor
    .
  10. Click
    Submit
    .
  11. Click
    New User
    .
  12. As you complete the form, consider:
    Option Bezeichnung
    Name
    Enter
    VP of Sales
    .
    Username
    Enter
    vpsales@company.com
    .
    Password and Re-enter Password
    Enter anything.
    Permission Set
    Select
    Contributor
    .
  13. Click Submit.
  14. Select New User.
  15. As you complete the form, consider:
    Option Bezeichnung
    Name
    Enter
    North Region Manager
    .
    Username
    Enter
    nregion@company.com
    .
    Password and Re-enter Password
    Enter anything.
    Permission Set
    Select
    Contributor
    .
  16. Click
    Submit
    .