User Access Automation

How to manage user automation for levels of hierarchy and for different selective access in dashboard

Accepted answers

Hi Pankhuri,

This is definitely possible but it is not very straightforward. The main complexity lies in the multiple levels overriding precedence in the order of parent to child. For instance, if I provide a user access to 'ALL MEMBERS' in L1, and try to provide access at L3, the 'ALL MEMBERS' will always take precedence. The same applies between L2 and L5 and between L3 and L5 and so on

I haven't done this myself but technically you could achieve it by:
1. Creating a module with 10 line items (Read and write line items for each of the 5 Levels)
2. A process containing 5 actions to import from the module to user settings, starting from L5 to L1
3. Dynamic cell access to disable entry for line items where the parent has an input
4. Extensive testing!!

Hope this was helpful

Regards,
Anirudh

All comments

anirudh

Hi SriNitya,

Check this article on automating user access
https://community.anaplan.com/t5/On-Demand-Courses/Automating-User-Access/ta-p/27288
Basically you will have to create User dimensioned modules and import these modules into the User settings

Let me know if you need more help

Regards,
Anirudh

Pankhuri

Hi Anirudh,

Is it possible to create user access management for different levels of hierarchy (L1 to L5) in one module than creating different modules for each level.

Eg. I have 5 levels of data and i want to give read and write access to them wrt the users list but i want to do this in one module and the list hierarchy is a numbered list.

Thanks

Pankhuri

anirudh

Quick Links

Can you help?

Unanswered questions

Update columns in a source
Hi, i have a source that uses a connection to Skutrak, and i selected 3 columns when i created the source, now i want to bring in a 4th column, do i have to recreate a source from scratch and then use that in a new transformation view and do all the work i did again, or can i update the source column selection, and add the…
Is it not possible to have the same link in 2 dataspaces
We have 2 dataspaces (Training and Current), the training one had a link to a list in a Model. When i tried to add a link to the same list in the Current dataspace, the link showed as ticked and i could not select it. Does this mean you cannot link to the same source in 2 different dataspaces? It shows a tick in the LINK…
A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…