Security and Administration

Internal Project Tracker
I'm looking for a reference model to manage internal technology projects. From the cycle from the business case to the monitoring of project results. Any recommendations?
Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
Anaplan user list export from Tenant admin page with Access Type and License Type information
Description of the enhancement requiredUnable to extract access/license information for Anaplan users ( Customer would like to be able to export a list of users for their organization with information as seen in the attached example report. Would like to be able to do this from Tenant Admin page ). Refer to screenshots for…
Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
Hide/Unhide an APP instead of Pages
Currently do not have a feature to hide an unwanted/In progress APP to not show it when end users login. Currently we can only Delete or manage the access to page level. Which is a daunting task if we have more than 10 pages.
Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process
Ability to View who or how many people are viewing a Dashboard - for Full Access Users
It would be very helpful for a COE team or any Full Access User of a Model to be able to see of the people that have access to the model: 1. Who is viewing a dashboard and or module 2. If not who is viewing but how many people are viewing 3. when these people are viewing dashboards example (John Doe, Jan 4th 2019). a Log…
Actions Tab Improvements
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Looking to review trend Process executions and durations. How often is this impacting your users? We are currently implementing API…
Edit user profiles for name and new email
Can Anaplan add option to edit existing users instead of deleting and adding? A good reason is for a person who gets married and needs to change their last name for an example or update the users email address.
Re-Order Categories in NUX
As a Workspace Admin, I need the ability to re-order the categories that are created in NUX. As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to…
Show whether a line item is used in an action
I'd like ability to see, in blueprint mode for a module, whether a line item is used in an action. This, along with an existing Idea requesting to see if a line item is used as a filter for a Saved View, would significantly speed up model clean-up time
See Locked Accounts Due to Non-Successful Logins in Administration
We recently had a situation where a user 'locked' their account because they tried to log in multiple times with as a non-SSO user, by providing email address and password, when they were checked as a SSO user in our environment. The result was that their account was 'locked' on the Anaplan side, however we had no…
Enable MFA for SFDC Tab + Frontdoor
Customers who leverage the SFDC tab rely on MFA through SFDC. SSO is not enabled in the Anaplan platform as a result (or users are set as exception users if SSO is enabled). The consequence of this configuration is that end users have the ability to access Anaplan via the front door without any kind of MFA. This is a…
Ability to delete users from a workspace using the API
Description of the enhancement required: Allow users to be deleted from workspaces via the API An example of the enhancement: Using data integration tools, customer admins could remove users from a WS entirely. How would it help their business process: The client handles nearly all of their user provisioning through the…
Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
Model Archives : Automation & Tenant administration
Hello ! It would be great to have automatic quick-wins regarding Model Archive Management ! ALM & Archives : When we need to move a large number of developments (or time management switch) into production, we always try to do a "Copy & Archive" first. However, this task is manual and potentially error-prone. It would be…
Automated backup of models
Enhancement request: ability for customer to automatically schedule model backups. Very common issue where data is lost either from changing Prod List to Non-Prod or vice versa or developer A changes formulas that effect Prod, etc. A one time setup preserves data and reduces reliance on humans to backup. The lower the…
Automate Model management
As a workspace administrator, i need to be able to automate models managements tasks including : - copy / archive models - create copies of models for testing / uat purposes - archive models - deleting unused testing models Ideally these would be available through the alm api endpoint to allow different tasks to be…
Copy and Archive Model
Team - Currently working on FP&A model and one of the tasks was to copy and archive the model. I was wondering what typical scenarios drive the need for copying and archiving the model on frequent basis. Per my understanding the only need is to have a space limitation. I will appreciate some practical examples.
Schedule "Copy & Archive" - Backup Model
As a customer, we would like to schedule "Copy & Archive" action to records Back-up of models. Preferably with a direct and easy way : for example in the manage model menu. This is relevant for customers with more than 5 models to improve security and avoid manual actions (Manuel Copy & Archive). The Archive Name could…
Expose Copy and Archive (Model Backups) in API
Currently model backups can only be done via the application interface. The company I am working for does these backups daily and since we support a large number of models this turns out to be a very time consuming process of accessing each model individually and initiating the archiving via the web browser. Exposing this…
Request for workspace access
Hi Team, This is Pavith Kumar D. I have learned and certified Anaplan Level-1, Level-2 and Anaplan way. I am requesting here, Could you please give me a 90-days free trial workspace for me. Actually already I have used 3 time free trial workspaces. Now I want to learn at the next level of Anaplan certificate and get ready…
Security around list updates
Hi, Just a question around how to best set security around who can update lists in our Anaplan model. Initial plan is to have list showing on application, with certain individuals able to update - is this done through page settings and restrict roles? Any advice would be greatly appreciated.
Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
Ability to Disable and Modify Welcome Email
We want to be able to control who gets a welcome email stating that you're Active on Anaplan. Our access to Anaplan is via another tool and the email stating the person is an Active user is: #1: Misleading because they also need to be provisioned in the other system where we are controlling the link access to Anaplan and…
Manage users in Administration only
Hi This feature is interesting - Manage users in Administration only | Anapedia (anaplan.com) Question As a tenant administrator, if I enable this feature can I control which enabled users in admin have access to specific models in any workspace? e.g. I was hoping to see a checkbox/similar so I can give access to a user to…
User license types
How many types of user licenses does Anaplan have?
Ability to change color of the BLUE Anaplan banner in order to quickly differentiate between models
A helpful enhancement in future roll outs would be the ability to change the blue Anaplan banner to that of a color chosen by the Administrator. This will allow for quick user differentiation between Training and Production models they have access to.
Rotate your Anaplan SSO certificate before the August 21, 2024
Can someone advise on below I received an email to rotate my SSO certificate for Anaplan Following the url - Rotate your Anaplan certificate | Anapedia I don't have an option to rotate my SSO certificate compared to help file Does this mean it has already been rotated? Thank you

Security and Administration

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