Security and Administration

User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
Employee Expenses User Experience Page
hi users, how to build "Employee Expenses User Experience Page " in workspace, just learning now
Need dashboard or ability to audit number of read and write licence in tenant Admin view
Team, We struggle to keep track of how many still write licenses we are left with while granting write privilege to a user, against approved /purchased license. Though there is no hard stop from anaplan yet, we don't want to cross our limits and end up paying penalty. Rather it will be easier for us to provide dashboard in…
Allow Time Ranges to move dynamically in relation to the Model Calendar
Currently when creating a time range you select the start of the range and then the number of periods. When you come to roll over the model to a new year those Time Ranges need to be reviewed to see whether they also need to be rolled forward. What I would like is the ability to decide whether the start of a time range is…
Log Model Mode changes in Audit Logs and Model History
When a user changes the mode of a model i.e. from Standard Mode->Deployed Mode, Standard Mode->Archived Mode etc, it would be useful to have this event logged in the Anaplan audit logs and the model history logs. This would be useful in identifying which user has changed the model mode especially when a deployed model is…
Copy models from a workspace to an empty workspace
I’d like to copy the two models from the source workspace to the target workspace. The target workspace is empty. Turns out without anything contained inside the target workspace, the target doesn’t show up in the list of workspaces when I try to use the Import feature in Manage Models. What is the solution to that problem?
How do I audit a specific line item that is used for DCA access?
Hi, I am trying to trace all line items in a model that reference a specific line item in a specific module for DCA access. Is there a function in Anaplan that allows you to do this?
Dependent Context Selectors Workaround?
I need to enable dependent context selectors. For example, different Stores sell different combinations of Product Categories: Store A sells Widgets and Store B sells Widgets and Oodles. Using context selectors, I want the Widget manager to switch between stores, but only see Widgets in the Product Category selector. I…
Add user model role and selective access changes in Hypercare report.
It would be good to be able to view user model role change logs in Anaplan Hypercare report. This is usefully for system and SOX audit to identify users that have gained access to Full Access role which is generally considered Privilege access.
Model copy & archiving before any synchronisation
Before any synchronisation, the model should be copied and archived automatically so if something wrong happens we have a back-up. Benefit: not loosing all your data when you have synchronised after having changed a list from structural to production
Dynamic Time ranges
Hi Team, I have seen similar ideas already suggested about this topic, but are a little bit too specific in my view. So I hope this one is perceived as useful by the community. ISSUE: At the moment, Anaplan's time ranges are static, which means that they will contain the same set of years while your current period and…
User provisioning
We know how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you is the Users section in Anaplan. This is the section where you add users into Anaplan or remove users from Anaplan. There are other things as well that you can do in the Users section, but I…
NEW UX HOME PAGE - Set background and themes to suit organisation
Hi Anaplan, I have just started using the new UX HOME screen and thought of some developments to make it more customisable. The UX HOME screen could benefit from more customisation options to suit customer themes then being generic. - Set the HOME screen theme colours of banners and icons / tiles - Set the HOME screen…
Excel Add-In: Module Security/Restriction
When using the Excel Add-In, there is currently no way to restrict a module from being pulled into Excel if a user is provided access to that module. We have multiple users whose roles require them to view confidential data within Anaplan, but they should not have the ability to export the data out of Anaplan. Within…
Can't submit another request
A user that has workspace admin access submitted a few requests and then Anaplan no longer allowed them to submit another request. This user still has full access as a workspace admin and no DCA has been activated for them. Any suggestions?
Users at tenant level
Hi Would be nice to be able to export users data at tenant level, just like you can do at model level: Also would be nice for system to synch with Admin Access Control>Assignments and Users e.g. if one disables a user in Admin section, the user does not appear in Assignments list. Below user is disabled but still appears…
Executive Package
We're having a data confidentiality issue. We want to use dynamic cell access for our execs but we dont want to give them access to Anaplan yet. Is there a way to give them a view of data without allowing them via login?
Notification or Report for Anaplan users whose passwords are about to expire
This idea is about the generation of a Notification or Report for Anaplan users whose passwords are about to expire. That also can be applied to cases in which the Data Integration Apps connected to the Anaplan Platform are using Anaplan usernames and passwords instead of digital certificate files.
Anaplan workspace access
Hi, Can anyone please help me to get access to the Anaplan Workspace and what is the process to log in to the workspace? Regards, Manisha.K
Ability for Tenant Admin to view security/access for a particular role or user
In our organisation we have various users who are each assigned a role and also selective access to certain lists. It would be very useful for Tenant Admin to be able to select a user (or a role) and view what UX pages or modules they have access to. This is currently done via allocating the role to a separate email…
[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
Automated Email Notifications
Would be great if Anaplan could implement a way for users to configure automatic emails based on user defined criteria. User can also control frequency of automated emails This should work exactly like Smartsheet's automatic email function (see attachment) Examples: 1. Alert me if any new items appear on my name fall under…
Limit "Open Source Module" Options
Currently, there is an option to disable open source module for a module published to a dashboard. I am requesting two enhanced features related to this: * The ability to turn off "open source module" by module/role without setting access to "none". Setting access to "none" prevents the end-user from being able to drill…
Allow disabling of unsolicited direct to end-user notifications
Hi Anaplan Team, We constantly tell our employees not to click on ANY links from ANY unsolicited email. Anaplan sends email to every person who's been granted a license telling them it's been activated with links. We don't want Anaplan to do this. We don't want any of our vendors sending unsolicited email directly to our…
Dynamic cell access for workspace admins
Hello Community , As a workspace admin , in a module for a line item , even on read access , it is noted that though values cannot be inputted manually , if we ran an action which loads in the line item , it is writing and ignoring the DCA example - source module target module - dca enabled , Running an import which loads…
Workspace Admin - User Admin Difference
Hi All, I have few questions regarding CIM: 1. If a person is given workspace admin access, then will he be able to see all the models(with/without edit option) in that workspace? 2. If a person's account without workspace admin, then will he be able to see all the models(with/without edit option) or any particular model…
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…
True Connected planning : Formulas between models
As an anaplan coe and model builder, i d like to increase models interoperability and achieve the true connected planning ambition. To achieve that i need the ability to call into formulas line items from other models. This cannot be achieved currently and every model builder who practise import actions (who doesnt ?) To…
Enable History download for Non-Admin
History download is now available for creating actions but it restricts non-administrators users from trigger those action. I would like the users to have the ability to trigger those actions, as with normal actions (the possibility to set up access rights for these actions is already developed). This functionality will…
SSO - User deleted from Anaplan after deleting it from AD ?
Hi, I have a question : SSO is activated (and used) in Anaplan. When a user is deleted from the AD (due to a departure for example), he would be automatically deleted from Anaplan as well ? Best regards, Nazim

Security and Administration

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