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Adaptive Planning
Última actualización: 2025-11-14
Example: Set Up Access for Store Manager

Example: Set Up Access for Store Manager

Use permission sets and access rules to set up access common for a store manager.
The store manager manages a store in the Northeast region that sells winter clothes. The store manager must: :
  • Edit sheets from the main menu.
  • View reports and dashboards.
  • Edit Revenue, Inventory, and salary details, at the Northeast level only.
  • Edit only the winter products sold in their stores.
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
    Salary
     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)
  • Save your access rules in a spreadsheet called
    New Access Rules
    . You have already created access rules for admin, the CEO, the Financial Analyst, the VP of Sales, and the Regional Manager.
  • Security:
    • Users
       permission.
    • Permission Sets
       permission.
  1. Select
    Administration
     from the main menu.
  2. Click
    Permission Sets
    .
  3. As you complete the form, consider:
    Opción Descripción
    Permission Set Name
    Enter
    Data Entry
    .
    Set Using Template
    Select
    View Only
    .
    Editable Sheet Access
    Click the box.
    This permission set enables users to edit data in sheets and view reports and dashboards that others have shared with them.
  4. Click
    Submit
    .
  5. Use the breadcrumbs to select
    Administration
    .
  6. Click
    Users
    .
  7. Click
    New User
    .
  8. As you complete the form, consider:
    Opción Descripción
    Name
    Enter
    Store
    .
    Username
    Enter s
    tore@company.com
    .
    Password and Re-enter Password
    Enter anything.
    Permission Set
    Select
    Data Entry
    .
  9. Click
    Submit
    .
  10. Open the
    New Access Rule
     spreadsheet from your computer folder.
  11. As you complete the columns of the first blank row, consider:
    Opción Descripción
    Access Type
    Enter
    Edit
    .
    Username
    Enter
    store@company.com
    .
    Level (Grant)
    Enter
    Sales NE
     to grant only access to this specific level.
    Account (Grant)
    Enter
    Personnel
     to grant edit access to all accounts on the
    Personnel
     sheet at the
    Sales NE
     level.
    In the cell below, enter
    Inventory
     to grant edit access to the
    Inventory
     account at the
    Sales NE
     level.
    In the cell below
    Inventory
    , enter
    Revenue
     to grant edit access to
    Revenue
     at the
    Sales NE
     level.
    Product (Grant)
    In the cell on the same row as
    Personnel
    , enter
    Sweaters
    .
    In cell below
    Sweaters
    , enter
    Jackets
    .
    In the cell below
    Jackets
    , enter
    Hats
    .
    In the cell below
    Hats
    , enter
    Gloves
    .
    These entries grant edit access to these products only at the accounts and levels listed in the same rule.
    WT-Store Manager Template.png
  12. Save the sheet.
  13. Return to
    Adaptive Planning
    Administration
    Access Rules
    .
  14. From the toolbar, click
    Import
    .
  15. Select
    Update and Append
    .
  16. Click the cloud to upload the
    New Access Rules
     spreadsheet from your computer.
  17. Click
    Done
    .