3.6.1 Activity: Create Roles & Test as End Users

danieldridan

Totally lost as to what the ask and action to take here is.

Selective access, enabling the viewing and/or writing of information for lists is determined at the user level, so what has that got to do with Roles?

Anurag0911

I think you are confused on the usage of both of these functionality here is an explanation:

Roles in Anaplan
Roles in Anaplan are designed to simplify the management of user permissions across the entire model. They dictate what modules and actions a user can access within the model, essentially serving as a blueprint for user permissions.

How to use this:
Model-Wide Permissions: Roles specify what users can do at a broad level, such as reading or writing to specific modules, or executing certain processes.

Access Control: They define the level of access users have to the model elements, such as lists and dashboards, by associating users with roles.

Ease of Management: By grouping users into roles, it becomes easier to manage permissions. If the permissions for a role change, all users assigned to that role automatically receive the updated permissions.

Role-Based Dashboards and Modules: Roles can control which dashboards and modules are visible to users, thereby tailoring the user experience based on their duties.

Security: Enhances model security by ensuring users can only access data and functionalities pertinent to their roles.


While Roles define broad access permissions, Selective Access provides more granular control over what specific data sets users can view or edit within those modules.

Hope this helps!