In regards to your 6th question, I would suggest taking the model offline, then turning it back online when you are done.
In regards to your 5th question, copy all of the old accesses etc. and create a new account with the new email, past in the new accesses/rights, delete the previous email.
4th question has the same answer as the 5th, without the delete.
Model Role can be used for your 3rd question.
Thank you for the tips. As for taking the model offline, the problem is that the model will still be visible to the end users. Imaging you have mutiple testing models that need development activities, the best way is to grant access during the testing, and remove during fixes. Users are always getting confused when they see many models on their lists.
Hi @jim_ma, thanks for your question, happy to help.
User management is definitely a hot topic and a tricky one. I’ll start with one of our guiding philosophies about model maintenance which might help set a better context for my answer. Overall, we believe that all interactions with the model, even from an administrative perspective, should be driven from dashboards (as opposed to the model settings tab). If the model is constructed properly, nobody should need to go into the model settings as part of their daily/weekly/monthly job, even as system administrators.
So, with that in mind, we always build an Employee Management dashboard. Depending on your model strategy and level of maturity, this might be its own model, or might exist in a Data Hub, but for most new customers implementing Anaplan for the first time we usually just put this in the primary model we are building at first.
On this dashboard we manage everything from who works for the company and who will have Anaplan licenses, including their model role and selective access visibility. We need to know everybody who works for the company so that we can tag and report by people, even if they aren’t Anaplan users. For example, in a Sales Forecasting implementation, we would need to know the Sales Rep who owns an Opportunity, which means we would need a full list of everybody who works in the Sales Organization, even if only Managers and above would actually use the model.
Then for User management, we use a module on this dashboard to set the User Role (a custom list with the same value as the actual user roles in user settings), we use Booleans to say which subset this person may belong in (for example splitting out Sales Reps from Sales Managers, if we have modules that only apply to Managers), and we allow people to set selective access (should they only see a specific region, etc.). Through import actions published on this dashboard we can create Anaplan licenses, set roles, subsets, and selective access, all from this one dashboard. Happy to get more technical on this part if it would help.
So I think that answered a few of your questions but really was just a rant on my opinions of best practices of user management. So for the sake of completeness I’ll go back through one by one:
Hope that helps, I know that’s a lot to digest!
Thank you so much for your detailed explanation. It is really helpful. Now the reason we are not using the module-driven solution is,
1) it seems to be difficult to grant multiple values on a selective access list. What I heard is you have to create multiple lines for the same user to do it.
2) how to delete users from the user setting list
Can you please elaborate on these?
Thank you so much for taking the time to host our first external AMA! I was wondering if you could share a few career benefits you've seen since as a partner since becoming a Master Anaplanner. :)
Hey @Courtney, great question, definitely a lot of benefits (beyond all the awesome free Anaplan swag, thanks for that!) so I’ll try to think of the most impactful to my career so far.
First off, working for a huge company like Accenture means that it was very challenging to differentiate myself. Having achieved the Master Anaplanner status really helped make a name for myself in the company and opened up access to having a seat at the table whenever Anaplan discussions are happening, which isn’t always guaranteed in a hierarchical organization like this. But it isn’t the seat at the table that’s the value, the real value I’ve gotten from it is being around some of the smartest people and being involved in the high-level leadership and decision-making that somebody at my level usually wouldn't be involved in. So I’ve been able to learn a ton about being part of building a business that I otherwise wouldn’t have had access to, which has really helped me grow as a professional.
Next, I’ll say that one key part of being a consultant (and really applies to anybody) is managing your own career and creating the path you want to follow. The part that’s difficult is that this doesn’t always align with what the company needs you to do at any point in time. So I’d say that once I identified a passion for working with Anaplan and aligning my career on this path, it was challenging at first to get the support I needed to not get pulled in other directions. Becoming a Master Anaplanner really helped to align my company’s priorities for how I spend my time with my personal desired career path.
But at the end of the day, a title doesn’t mean as much as what goes behind it. I think it’s really amazing that your team has done so much work to verify and confirm who really has what it takes to be a Master Anaplanner, but for me the most valuable part of the work you’re doing with the program is getting us out in front of the ecosystem and giving us a chance to give back and contribute to the community. I get a great sense of fulfillment from helping pay it forward, so maybe not a traditional career benefit, but being part of this group definitely helps me feel good about coming to work in the morning (especially this morning!).
I know there’s a ton more, if I think of more I’ll add them here. Otherwise thanks to you and your team for the work you’re doing making this program so great, I’m always very appreciative of the opportunity to be part of it!
What is your impression of the Master Anaplanner program? Would you recommend it to Anaplan customers or other Anaplan partners?
Thanks for participating in our AMA and your thoughts on this topic.
Hi @michael.moore, short answer is a resounding YES.
I think @Courtney and team have done an amazing job with their recent re-vamp of the program. While it was always valuable, I think it’s really taken a turn for the better and you should be seeing a lot of new and exciting things here, now is DEFINITELY the time to get on board.
I recommend both partners and customers get involved. When we work with Anaplan customers we always try to identify at least one person from the team who will become that company’s first Master Anaplanner (shout out to @AmyX, our most recent Master Anaplanner from a project last year!). The program is great, the recognition is amazing, and from some of my previous answers you’ll see I truly believe in the power of this business-owned platform, so what better way to have expertise in house than to have some Master Anaplanners around!
Hope that helps!