Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Maintain and Calculate Access Rules

Maintain and Calculate Access Rules

We continue to improve access rule functionality. You can now use account and dimension attributes to create dynamic access rules, making it easier to manage your access rules. We also provide a new tool to calculate user access based on existing rules.
Watch the video:
 3m 44s

Use Attributes for Access Rules

Release: 2021-03-12
With this update, we rename the
Add Dimensions
 button in the access rule toolbar to
Add
.
When you click the button, we update the popup window to now include attributes under their dimensions, enabling you to include attributes in the access rules. You can use attributes to grant access only to the values tagged with attributes.
This enables you to then update attribute tagging without having to update the access rules.

User Access Calculator

Release: 2021-03-12
We deliver a new
User Access Calculator
page that you can access from the
Users and Roles
 section on the
Administration
page. This enables you to select a user and then calculate the user's access, making it easier to audit, troubleshoot, and understand the affects of access rules on each user.
On the new page, we display a new:
  • Single Coordinate
     option, enabling you to check the user's access to a specific intersection.
  • Single Dimension
     option, enabling you to see if the user has access to the specific dimension at some intersections.

Access Rules for All New Adaptive Planning Instances

Release: 2021-04-05
We update the access rule security structure for all new instances of Adaptive Planning for finance, sales, and workforce planning.
Now, when you create a new model, we provide you with at least:
  • 1 user: admin@instancecode.com. We automatically assign the user ownership of all available levels.
  • 1 permission set:
    Full Seat
    , which comes with most of the available permissions. We automatically assign the permission set to the admin user.
  • 1 user group:
    Level Owners
    .
  • 2 access rules: 1 rule grants the
    Level Owners
     with group access to all owned levels. The other rule grants the admin user with access to all data in the model.
You can add more users to the group to give them access to all their owned levels, or you can create groups and rules for other users.