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Adaptive Planning
Last Updated: 2023-06-23
Example: Set Up Access for Administrators

Example: Set Up Access for Administrators

Use permissions and access rules to set up the typical access necessary for administrators.
The administrator must:
  • Access all areas of the model.
  • Change the structure of the model.
  • Edit all data.
To set up access:
  • Assign all permissions available.
  • Grant edit access to all data.
  1. Select
    Administration
     from the main menu.
  2. Click
    Permission Sets
    .
  3. Click
    New Permission Set
    .
  4. As you complete the form, consider:
    Option Description
    Permission Set Name
    Enter
    Admin Role
    .
    Set Using Template
    Click
    Power User
    .
    Remaining check boxes
    Select any unchecked check boxes. Selecting all permissions enables your admins to complete any task in the model and access any area from the main menu.
  5. Click
    Submit
    .
  6. From the breadcrumbs, click
    Administration
    .
  7. Click
    Users
    .
  8. Click
    New User
    .
  9. As you complete the form, consider:
    Option Description
    Name
    Enter
    Admin
    .
    Username
    Enter
    admin@company.com
    .
    Password/Re-enter Password
    Enter any password.
    Permission Set
    Select
    Admin Role
    .
  10. Click
    Submit
    .
  11. From the breadcrumbs, click
    Administration
    .
  12. Click
    Access Rules
    .
  13. From the toolbar, click
    Import
    .
  14. From the dialog, select the
    Download Template
     link.
  15. Open the file and select the second sheet.
  16. As you complete the columns for the row, consider:
    Option Description
    Access Type
    Enter
    Edit
    .
    Username
    Enter
    admin@company.com
    .
    Level (Grant)
    Enter
    (+)
     to grant access to all levels in the model.
    Product (Grant)
    Enter
    (+)
     to grant access to all the dimension values for Product.
  17. Save the template as
    New Access Rules
    .
  18. Return
    Adaptive Planning
    Administration
    Access Rules
    .
  19. From the toolbar, click
    Import
    .
  20. Select
    Update and Append
    .
  21. Click the cloud to upload the
    New Access Rules
     spreadsheet from your computer folders.
  22. Click
    Done
    .
    The access grants the ability to edit all data in the model.