Setting up your Anaplan Environment (Workspace)

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In order for you to use Anaplan, you will need to register and set up the workspace for training. 

Steps to Set up your Anaplan Environment

1. Complete your Anaplan account registration 

You should have received an email from Anaplan (no-reply@anaplan.com) to confirm that your account is active.
Follow the link in the email and click Complete your registration.

Complete Registration.png

 

Picture2.pngOnce you get to the Anaplan site, set up your password.
Note that passwords must be at least 8 characters, upper and lower case letters and at least one number*.

  1. Enter your password again in the Confirm Password 
  2. Select a locale and time zone
  3. Select the checkbox to accept the Anaplan Terms & Conditions
  4. Click Continue. You can now log into Anaplan.com to access your available workspace(s)

*This will not apply to SSO enabled workspaces. In this case, navigate via your provider. 

2. Log in to Anaplan and set up your team

Now that your workspace(s) have been set up, you want to make sure to add your team so they can start training. You will want to add everyone from your company that will be helping with the implementation. 
For a high level walkthrough on User Roles, please review this resource.

  1. Navigate to Anaplan.com and click Login (located in the top right corner)
  2. Enter your email and the password you chose
  3. Click on the tile label 'Empty'
    • This is the default model that comes in every workspace. You will use this default model to add users so they can get access to your Anaplan environment.Anaplan Home_Empty.png

       

  1. Under the Settings tab, select UsersPicture4.png

     

  2. Select Add Users from the bar along the top
  3. A window will pop up for you to enter team member details. Enter the following information for each team member: 
    1. Email Address
    2. First Name
    3. Last Name
    4. Model Role (select Full Access).
  4. If you'd like to remove users, choose Delete Users from the bar along the top and select users you'd like to remove from your workspace. 

    If you require a user to be an administrator for your workspace and you have the license, you can select the Workspace Admin checkbox. If you forget to select Workspace Admin, you can select it after adding a user in the far right column.

    Picture5.png
  1. Click OK
  2. Once you add your team to the workspace, they will receive an email from Anaplan letting them know they have been added to an Anaplan workspace. The team will need to complete the registration steps above. This will allow them to start training

Users will be successfully logged in once they see:

Welcome to Anaplan Image Login.png

 

Have a large number of users that you would like to add via a .csv file?

  • Find more information about here

Use Single Sign On?

  • Identify your resource who is enabled to configure your Identity Provider (IDP) and follow the instructions from this Anapedia page.
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Comments

I used to work for a company that used Anaplan. I love the toll, and always wanted to learn how to build models.

I contacted you last summer in regards of the Academy. You told me that the plan was to give access to the academy to everyone who wanted to learn (not just those with Anaplan log-in AND Workspace administrator privileges) by November 2019. Did this happen, if not, how can I learn Anaplan?
@Courtney 

Hi @csolorzanob - I think what you're looking for is the new Anaplan Talent Builder space that was recently launched. This allows anyone to learn how to model build, and provides trial access to Anaplan in order to build along. Find out more here: https://community.anaplan.com/t5/Anaplan-Talent-Builder/ct-p/ATB