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Adaptive Planning
Last Updated: 2023-06-23
FAQ: How can I restrict user access to sheets?

FAQ: How can I restrict user access to sheets?

To restrict what sheets users can access, use a combination of limited permissions and user-assigned sheets.
You can:
  • Create a permission set for these users where you exclude these permissions:
    • Access Sheets
    • Editable Sheet Access
    • Edit Dimension on Sheet
  • Add the users to a user-assigned sheet.
After you add the users to a user-assigned sheet, they get access to the
Assumptions
option on the main menu. They can then see and edit data for all levels and accounts that are available on the user-assigned sheets, regardless of their level access. They have no access to
Sheets
area of the main menu.