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Adaptive Planning
Última atualização: 2025-11-14
Example: Set Up Access Rules for Financial Analyst

Example: Set Up Access Rules for Financial Analyst

Create a set of access rules for the Financial Analyst.
The Financial Analyst has contributor permissions. You must create access rules for the Financial Analyst that enables them to:
  • Edit data in all accounts at the Finance level.
  • Edit salary details only at Finance level.
  • View the summary data of the salary expense company-wide in the general ledger.
Information about the model:
Levels
General Ledger Accounts
Personnel Modeled Sheet
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.
  1. Open the
    New Access Rule
     spreadsheet from your computer.
  2. As you complete columns of the next blank row, consider:
    Opção Descrição
    Access Type
    Enter
    Edit
    .
    Username
    Enter
    fin.analyst@company.com
    .
    Level (Grant)
    Enter
    Finance
    .
    Account (Grant)
    Enter
    (+)
     to grant edit access to all accounts at the
    Finance
     level.
    Product (Grant)
    Enter
    (+)
     to grant edit access to all products at the
    Finance
     level.
    3. at
  3. As you complete the columns of the next blank row, consider:
    Opção Descrição
    Access Type
    Enter
    Full View
    .
    Username
    Enter
    fin.analyst@company.com
    .
    Level (Grant)
    Enter
    (+)
     .
    Account (Grant All Except)
    Enter
    Personnel
     to restrict access to all accounts in the
    Peronnel
     sheet at all levels, except Finance. Finance level is an exception based on the previous rule. The Financial Analyst can still view the rollup data of the
    Salary
     in the general ledger.
    Product (Grant)
    Enter
    (+)
     to grant access to all products.
    WT - FinAnalyst Template.png
  4. Save the spreadsheet.
  5. Return to
    Adaptive Planning
    Administration
    Access Rules
    .
  6. From the toolbar, click
    Import
    .
  7. Select
    Update and Append
    .
  8. To upload the new rules, click the cloud and select the
    New Access Rules
     spreadsheet from your competer folders.
  9. Click
    Done
    .