Example: Set Up Access Rules for Regional Manager

Create access rules for a regional manager.

The manager leads all stores in the northern regions of the country. The manager has contributor permissions already, and you must create access rules that enable the manager to:

View the Inventory account at all levels.

Edit all accounts, including salary details, at the levels in their regions.

Have no access to prospect products, like Scarves.

Your model includes:

Levels	General Ledger Accounts	Personnel Modeled Sheet	Product Custom Dimension
HQ G&A Finance Human Resources Sales Sales NE Sales NW Sales SE Sales SW	Expenses Salary (linked to Personnel modeled sheet) Inventory Revenue Units Discount Percent	Information about the sheet: Calculates salary based on details of each employee. Salary account in the sheet links to the account in the general ledger. The Salary Detail setting for the sheet is on. This setting means you need the Salary Detail permission to open the sheet.	T-shirts Tank Tops Sweaters Jackets Hats Gloves Scarves (prospect product for planning only)

Example: Secure Dimensions for Access Rules.

Assign the Contributor
permission set to the regional manager. See Example: Create a Permission Set and Assign to Contributors.

Save your access rules in a spreadsheet called New Access Rules
. You have already created access rules for admin, the CEO, the Financial Analyst, and the VP of Sales.

Security: Users
permission.

Open the New Access Rules
spreadsheet from your computer folder.

As you complete the columns of the first blank row, consider:

Option	Description
Access Type	Enter Full View .
Username	Enter nregion@company.com .
Level (Grant)	Enter (+) .
Account (Grant)	Enter Inventory to grant full view access to only this account at all levels.
Product (Grant All Except)	Enter Scarves to grant access to all products except Scarves at the Inventory account and all levels.

As you complete the columns of the next blank row, consider:

Option	Description
Access Type	Enter Edit .
Username	Enter nregions@company.com .
Level (Grant)	Enter Sales NE . In the cell below this entry, enter Sales NW . Always enter additional levels in separate rows.
Account (Grant All Except)	Enter (+) to grant edit access to all accounts at the Sales NW and Sales NE levels.
Product (Grant All Except)	Enter Scarves to restrict the manager from seeing Scarves in the model.

Save the sheet.

Return to

Adaptive Planning

Administration

Access Rules

From the toolbar, click

Import

Select

Update and Append

Click the cloud to upload the New Access Rules
spreadsheet from your computer folder.

Click

Done

Example Steps: Set Up Access for 6 Users