User Roles

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Certified Master Anaplanner

User Roles

Hello,

I wish to create a dashboard where I could show the user - the roles of all the users and if they wish to change the user role they can update it from the dashboard, how can we do that? (I need an understanding how to display the user role of users on the dashboard)

As deleting a user from a dashboard is not feasible so changing the role to No access might help with Model Security.

 

Thanks.

3 REPLIES 3
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Certified Master Anaplanner

Re: User Roles

Hello,

I don't think that's a good idea to allow users to manage their roles because of security. It should be managed by Administrator.

 

As a proposal - you can manually create the list of roles (duplicate system roles), create a module using Users dimension and manually set users roles up. Then, you can publish this module to the dash and provide access to the users. Additionally, you need to set up an action from this module to the users list. It should work like approval process - user change their role, administrator approve/reject this change and trigger the action to update roles.

 

Hope this helps,

Evgeny

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Super Contributor

Re: User Roles

Hi @ShivankurSharma 

 

please go through the below link when you will get a better idea how to maintain the User access via dashboard:

Automating User Access

https://learning.anaplan.com/pluginfile.php/30375/mod_scorm/content/10/308%20Automating%20User%20Acc...

 

Thanks

Akhtar

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Certified Master Anaplanner

Re: User Roles

Thanks Shahbaz for the reply that was useful. But was looking out for some different type of information.

Thanks for the video link.