3.6.1 Activity: Create Roles & Test as End Users

Question

Kindlu assist. How to do below stes

* Each Product Supply Manager should be able to update their assigned products and product SKUs, but view only their assigned Product Family across all regions.
* Each Regional Vice President should be able to view only the Distribution Centers located in their assigned Region. 
* They should NOT be able to change the capacity or standard shipping method in any of their Distribution Centers.

Kanishq17 · Accepted Answer

Hi @Kajalgarg3004

this is a use case example which allows to understand and leverage security seetings for Anaplan for roles and selective access

refer to this article as to how anaplan security features can be leveraged

https://help.anaplan.com/model-roles-30783e17-b789-4005-b87a-ff15cd3c9044

https://help.anaplan.com/selective-access-f0dd364d-cd04-429e-b788-15c79d8cf698

Tiffany.Rice · Accepted Answer

You should think about the modules, lists, and actions needed to perform each of these tasks. Within the subsequent tabs in the screenshot above is where you configure module access by role to define if users can write/update or read/view.

Here is a micro lesson that can help to solidify your understanding of security in Anaplan and how roles and data access are configured:

https://community.anaplan.com/kb/articles/153704-introduction-to-anaplan-security

To test the setup, you should update the role and selective access assignments for your own user account and then confirm that you are able to perform the tasks as described.