How does the Workspace Admin role get assigned, and why is it greyed out?

steve
Contributor

How does the Workspace Admin role get assigned, and why is it greyed out?

Hi

 

In the Administration App, what determines whether the Workspace Admin role is assigned to a user? I can't click on it - it's greyed out.

 

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I wondered whether it might get ticked automatically if the user in question has the Workspace Admin box ticked in a model, but that doesn't seem to be it.

 

Thanks in advance.

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Accepted Solutions
Misbah
Moderator

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

@steve 

 

It seems most of things are already covered here. But just wanted to check on one last thing which is whether the user is the default user or the visitor to your tenant. There is a separate area for Visitors, otherwise as @JaredDolich  mentioned there can sometimes be update issues between the Admin console and WSpaces.

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18 REPLIES 18
JaredDolich
Moderator

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

@steve 

Great question. To be honest there isn't much documentation on the admin console. I believe the Workspace Administrator role is set at the workspace level, so an existing WA would need to assign that. If you find a person with the WA you can see which workspaces they have access to from the Admin console but it will be greyed out.


Jared Dolich
DaanishSoomar
Certified Master Anaplanner

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

Hi @steve @JaredDolich ,

 

As Jared mentioned, currently you have to find a workspace administrator to add you to the workspace from the platform side.

 

Also as a heads up, this process is about to change very soon with a new Anaplan feature release called CIM. Here is an article that explains the new process and release schedule in full detail

steve
Contributor

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

Hi

Thanks for the replies.

I already have to Workspace Admin role assigned to me in multiple workspaces. I'm trying to understand how to assign that role to someone else. I can't see a place do do it in Administration. I can go into a model, pull up the list of users and tick on the "Workspace Admin" check box for the particular user, but that doesn't turn on the Workspace Admin assignment in Administration.

DaanishSoomar
Certified Master Anaplanner

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

Hi @steve,

 

To do this you will need to open a model in the workspace which you want to add someone else. You can do this from the “models tab” in the menu on the top left of Anaplan, In the model there is a “users” tab. From there you can “add user” and enter the email address of the person you want to add. Additionally there is a “Workspace admin” toggle if you want to also enable them as a workspace admin.

 

Here’s an official link that walks through the process. Hope this helps. 

steve
Contributor

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

Thank you both.

@DaanishSoomar, what you're saying makes perfect sense, but I tried that and it didn't seem to work.

Maybe what @JaredDolich said is right and I need to wait a while. I'll try it again and see if things are different in the morning.

I take your point that this is going to change somewhat in the near future.

 

Misbah
Moderator

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

@steve 

 

It seems most of things are already covered here. But just wanted to check on one last thing which is whether the user is the default user or the visitor to your tenant. There is a separate area for Visitors, otherwise as @JaredDolich  mentioned there can sometimes be update issues between the Admin console and WSpaces.

View solution in original post

steve
Contributor

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

@Misbah 

 

Ah, that's it. The user I was experimenting with was a visitor. If I make one of "our" users a workspace administrator within a model, their role assignment automatically starts to include the Workspace Admin role for that model's workspace.

 

Thank you!

JaredDolich
Moderator

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

@steve 

That might just be synchronization issue as to why the checkbox doesn't show up. It's possible its on a batch job - @DaanishSoomar may know how often that runs but I'm sure it will show up. If it's not there tomorrow, then log a ticket at support@anaplan.com. For me, I think the bigger picture is that the Admin console is not that intuitive and as @DaanishSoomar mentioned it will be getting an upgrade very soon to help make it more user-friendly.


Jared Dolich
DaanishSoomar
Certified Master Anaplanner

Re: How does the Workspace Admin role get assigned, and why is it greyed out?

Oh yes @JaredDolich

 

Sorry I glossed over the note where you said you already tried the steps I outlined @steve. There is some delay in the sync between Anaplan and the Administration menu. I would do as Jared suggets and see if it is there by tomorrow, if not open a Support ticket. Though if it offers peace of mind, the model "Users" tab is the ultimate source of truth for this setting. So if the user is enabled there, then they will have the proper permissions. 

 

Again, this whole process will be changing soon.