UX Roles: Overview

Updated July 31st 2020

Here is an overview of the different roles in Classic and in the UX.

 

Tenant Admin

Model Builder

Page Builder

End User

Classic UX

Disable and Enable Tenant users and assign Page Builders

 

 

 

Manage Workspace users and assign Model Builders and Users

 

   

Manage Model Security

 

   

Build Modules, Line Items, and Formulas

 

   

Build Saved Views

 

   

Build Dashboards

 

   

View Dashboards

 

 

Enable Personal Saved Dashboards by Model

 

   

New UX

Enable MyPages by Model

 

   

Build Apps and Pages for Desktop and Mobile

   

 

Build Custom Views

   

 

Manage Card Template Library

   

 

Build MyPages

   

Convert MyPages to an App

   

 

Manage Page access by Roles

   

 

View Pages

 

Share Pages

   

Export Pages

   

Create Notify Actions

   

 

View Pages on Mobile

 

 

It's important to keep in mind that these roles may not be mutually exclusive; a user can have multiple roles.

The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.
Comments

Nice summary @GrahamJordan - Thank You!

Interesting! So it seems a Model Builder can edit the Page Access? By editing the page?

@francoismarceau A Model Builder would be able to edit page access by role.

 

Go into design mode and click on page options -- you can determine which roles can see the page