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Adaptive Planning
Last Updated: 2025-11-14
Concept: Access Rules Quick Tour

Concept: Access Rules Quick Tour

Access rules define specific intersections of data that users or user groups can edit or view. Access rules display in a table on the
Access Rules
 page in the
Administration
 area.

Access Rule Columns

These are the columns:
  • Type
     and
    Name
    : The rule is either for a single user, where you see the username, or group, where you see the group name.
  • Access
    : The level of access given with each rule is
    Edit
    ,
    Full View
    , or
    Limited View
    .
  • Level (Grant)
    : The levels granted with the rule include all the child levels, which are not listed. Levels are always secured with access rules.
  • Level (Grant All Except)
    : The levels excluded from the rule. Levels display in either the
    Level Grant
     column or this column, never both.
  • The remaining columns are specific to your instance and the dimensions and attributes you secured. Each dimension or attribute has both a
    Grant
     column and a
    Grant All Except
     column.
For columns, you can:
  • Hide blank columns: To clean up your view, you can click
    Manage
     from the toolbar and click
    Suppress columns with no values
    .
  • Remove accounts, dimensions, or attributes from access rules: Removing accounts, dimensions, or attributes from access rules gives full access to all users. You can click
    Manage
     from the toolbar and clear the check boxes next to the dimensions, accounts, or attributes. Or, you can hover over the column headers. Click the 3 dots and then select
    Remove
    .
  • Sort: Click near the
    Type
    ,
    Name
    , and
    Access
     column headers. Click the arrow that displays to switch between ascending and descending order.
  • Adjust widths: Hover over any column header. Then drag the vertical line that displays.

Access Rule Rows

  • This area is also referred to as the access rule table.
  • Each row is a rule.
  • Most users or groups have many rules to create the appropriate access. Sort by the
    Name
     column or use the search from the toolbar to see all the rules assigned to a group or user.
  • When you don't see levels listed in a rule, the user or group has no access to data in any sheets, reports, or charts.
  • When you see [Owned Level], the rule gives access to all owned levels for the group or user.
  • When you don't see accounts or custom dimension values listed in a rule, the user has access to all the accounts or custom dimension values.

View Rule Details

When all the dimensions or attributes don't fit on the table, you see an ellipse at the end of the list:
SeeMoreAccessRule.png
To see the full rule, select the
User
 or
Group
 link from the
Type
 column to open the rule details. The rule details shows the full list.