Use the steps below to find your role, explore suggested training, and understand how your role connects to a persona.
These roles are determined by predefined user permissions within the Anaplan platform, and a single user may be assigned multiple roles.
User roles
End User (Standard Permissions) »
Standard users have access to a workspace(s) and model-level access to data. Model roles are used to determine access to specific data and features.
Page Builder »
Page Builders design and modify apps and pages, configuring worksheets, boards, and reports within the UX to reflect business processes.
Model Builder (Workspace Admin) »
Workspace Admins can modify workspace settings, including accessing specific model settings, and managing module views, versions, and line items.
Administrative roles
Integration Admin »
Integration Admins create, edit, delete, and manage connections, integrations, and notifications in ADO and CloudWorks. Must be Workspace Admin.
User Admin »
User Admins create and update user accounts, add or remove users from workspaces, and manage internal and visiting user access.
Tenant Admin »
Tenant Admins view and manage models and workspaces at the tenant level, including assigning other admin roles and managing security certificates.
Step 2, review training recommendations by role.
User roles / Administrative roles
Courses in purple are part of a certification path.
Click here for detailed learning paths by role.
Step 3, register for a Knowledge & Engagement account to access the training platform. (Note: This is separate from the Anaplan platform registration.)
Roles are defined by predetermined user permissions and personas are job titles.
