Importing a list data by end user

Hi,

 

Just want to know, can end-user able to upload data into the Anaplan list? or only workspace admin can do it? 

Anyway, he can upload changing user access?

Import Action can solve this issue but anything other than that?

 

Thanks & Regards

Sai Bharadwaj

Best Answers

  • Misbah
    Answer ✓

    @vsbwofficial 

     

    End users (Refer to Non Workspace Administrators)

    End users can load the data into Anaplan respecting the access given to the end user

    End users can also create list items from their dashboard .

     

    What end users wont be able to do is to change the access and then import - as you highlighted it

     

    Thanks,

    Misbah

  • Hi,

     

    Yes, a non Workspace Admin can also add list members, you'll need to create a specific role (I created a role called 'Create List' shown below)

     

    A. To allow 'Create List' role to add list members, you'll need to check the relevant list in 'Roles --> Lists'.

    Screen Shot 2019-12-14 at 15.26.33.png

    B. If you want to use an action to add new members, you'll need to tick the relevant action in 'Roles --> Actions'.

    Screen Shot 2019-12-14 at 15.26.49.png

    You need to perform item A to do the following.

    Screen Shot 2019-12-14 at 15.27.27.png

    You need to do item A and B to do the following.

    Screen Shot 2019-12-14 at 15.27.39.png

     

    Thanks,

    LipChean

Comments

  • Great detail there @LipChean_Soh will definitely use this is practice to create more control around list creation

  • Hi,

    Great explanation, just a followup question can an end-user able to do list mapping (i.e mapping excel file columns to anaplan list property)?

     

    Thanks & Regards,

    Sai Bharadwaj

  • Hi,

     

    Only a workspace admin can edit the mapping, because this can only be done in the 'Action' page of Admin Settings, and only Workspace Admin has access to that.

     

    Thanks,

    LipChean