Currently we have the ability to tag a role to modules, versions, lists & Actions in Anaplan. But do we have the ability to tag a dashboard? Practical challenge: I have huge number of models. And these modules are referred in 5 dashboards. So, I have blindly given access to all the modules, list, actions for all the roles in the model. Now I want to assign a dashboard to 5 different role. Because, at the end of the day users will access only dashboards. But I couldn't see an option to tag a dashboard to a role. I tried achieving it by selecting the required dashboard in the contents tab. But when the user click the 'show hidden contents', user is seeing all the dashboards since I have given access to all the artifacts present in the system. Is there any efficient and simple way to handle this? It would be an cumbersome activity if I want to give access to specific modules, lists and actions.
Thank you taking time and replying to my query. Even if we give the access to landing dashboard by creating a separate role and keeping all the required contents in that landing dashboard, still they can see the hidden contents if they click to see that.
We don't have such functionality in Anaplan where you can directly assign Dashboards to the roles. Dashboards comprise of modules, lists, saved view, actions etc. so we have to provide access to all these artifacts accordingly.
One thing however I would like to highlight is that about hiding contents and not allowing the users to see what is hidden. You can find that in Contents Command
Contents->View->Enable access to hidden content(just keep it unchecked)
I have huge number of modules. (Lets say around 800 for example). But all these 800 modules are referred only in 5 dashboards. So, if I want to give access to the specific modules in line with the dashboard, that will take a lot of time for me to identify and provide access to the respective modules within that dashboard.
Rather than that, now I have blindly given access to all the 800 modules, all the lists and actions. And I have selected only the required dashboards in the content tab for the respective roles. So, users can see only the dashboard which we have selected in the contents tab though they have access to all the artifacts int the model. (Provided we need to disable the option to see the hidden contents).
Just on the point of lists, don't give roles access to lists unless the users need to add/delete the entries. Doing so will unnecessarily add to the memory overhead in the background, as Anaplan will be preallocating blocks of memory to allow users to add. If the users don't need to update the lists they shouldn't be given write access; you can still enter data into a module without needing access to the list
Though we don't have an option to directly assign the role to dashboard, by using this content tab we can control them by selecting what they should see and access. I will uncheck the enable access to hidden contents.
Thank you for providing a work around solution for this.