Anaplan 123780 User Access Management User Guide

June 9, 2024
Anaplan

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Anaplan 123780 User Access Management

Anaplan-123780-User-Access-Management-PRODUCT

Product Information

User Access Management (UAM) is a feature of Anaplan that allows administrators to add and delete users, manage their selective access assignments, elect workspace administration rights, or enable single sign-on functionality. Anaplan and its customers have continued to mature, which has led to the development of new and innovative ways to manage users leveraging a combination of actions, imports, custom lists, and modules. As a result, solutions have been developed to enable internal and external customers to more effectively manage users.

Product Usage Instructions

The following component has been ranked in order of complexity with Component A being the least technical to build. Users should deploy these components based on their requirements. The build time varies based on the complexity of the current model and level of deployment.

Component A: Monitor Users

The User Statistics Page component enables administrators to see how many individuals have access and what type of access they have. This is a static view. If users are added through the native user settings, they will not automatically be reflected in this basic solution. If admins do not build Component B, they should include language to remind them to manually update the dashboard component (i.e., export from user list and import into module).

  1. Create Fake Users List

  2. Create the SYS: Fake Users Module

    • Dimensions: Users
    • Line Item: User Text
    • Format: Text
    • Formula: NAME(ITEM(Users))
  3. Create Load Fake Users List saved view:

    • Pivot so line items are on the columns and Users are the rows
    • Show the following line items: In Fake Users List
    • Enable filter by Load? = True (checked)
    • Save View called Load Fake Users
  4. Import fake users from SYS: Fake Users into Fake Users List

    • Import the User Text
    • Save this import action as Maintain: Load Fake Users from SYS:
      Fake Users
  5. Create INP: User Settings Module

    • Dimensions: Fake Users Line Item, Email

    • Format: Text, List, ITEM(Fake Users), Boolean, No Data, Number,
      Number, Number, No Data, List, Boolean, No Data, Number

    • Formula: First Name, Last Name, Model Role, Single Sign-on,

    • COUNT-Count Single Sign-on Count, Non-Single Sign-on Count,

    • FILTERS-Prior Model Role Import Filter, –CONDITIONAL FORMATTING-Single Sign-on CF

    • 1 If ‘Single Sign-on’ THEN 1 ELSE 0 If NOT ‘Single Sign-on’ THEN 1 ELSE 0

    • IF Model Role = Prior Model Role THEN FALSE ELSE TRUE IF ‘Single Sign-on’ THEN 1 ELSE 0

  6. Import Email from SYS: Fake Users into INP: User Settings

  7. Export current native user settings in CSV format. Then import user settings into INP: User Settings

  8. Create OUT: User Statistics module

    • Dimensions: Model Roles
    • Line Item: User Count, Single Sign-on Count
    • Format: Number
    • Formula: ‘INP: User Settings’.Count[SUM: ‘INP: User
    • Settings’.Model Role], ‘INP: User Settings’.’Single Sign-on Count'[SUM: ‘INP: User Settings’.Model Role]

Introduction

User Access Management (UAM)

Anaplan’s robust native user access management capabilities enable administrators to add and delete users, manage their selective access assignments, elect workspace administration rights, or enable single sign-on functionality.
As Anaplan and its customers have continued to mature, we have identified new and innovative ways to manage users leveraging a combination of actions, imports, custom lists and modules. As a result, we have developed, and are in the continuous process of developing, solutions to enable our internal and external customers to more effectively manage users.

In-Model Solution

Benefits

  • Enhanced visibility into model access
  • Ability to sort/filter users by name and role
  • Add, edit, or remove access for multiple users at once
  • Copy user access settings from one user to another

Component Overview

The following component have been ranked in order of complexity with Component A being the least technical to build. Users should deploy these components based on their own requirements.

  • Component A
    • Monitor users by model role and access type
    • Drill down to see individual-level access
  • Component B
    • Add new user(s)
    • Assign model role and Single Sign-on access
    • Update user model role
  • Component C
    • Add new user and assign selective access
    • Update selective access
  • Component D
    • Copy selective access from one user to another

Build Time : 1-2 hours. Time varies based on the complexity of the current model and the level of deployment.

Build Instructions

Component A: Monitor Users

The User Statistics Page component enables Administrators to see how many individuals have access and what type of access they have. This is a static view. If users are added through the native user settings, they will not automatically be reflected in this basic solution. If admins do not build Component B, they should include language to remind them to manually update the dashboard component (i.e., export from user list and import into module).

  1. Create “Fake Users List”
  2. Create the SYS: Fake Users Module
    SYS: Fake Users

    Dimensions: Users
    Line Item| Format| Formula
    User Text| Text| NAME(ITEM(Users))
    In Fake Users List| List| FINDITEM(Fake Users, User Text)
    Load?| Boolean| ISBLANK(In Fake Users List)

  3. Create “Load Fake Users List” saved view:
  4. Pivot so line items are on the columns and Users are the rows
  5. Show the following line items: In Fake Users List
  6. Enable filter by Load? = True (checked)
  7. Save View called “Load Fake Users”
  8. Import fake users from SYS: Fake Users into Fake Users List
  9. Import the User Text
  10. Save this import action as Maintain: Load Fake Users from SYS: Fake Users
  11. Create the following lists:
  12. All Model Roles list
  13. No additional action required
  14. Model Roles list
  15. Top Level: “All Roles”
  16. Make “All Model Roles” list the parent
  17. Export roles from native user settings and import roles into Model Roles list
  18. Assign unique code to each model role
  19. Create INP: User Settings Module
    INP: User Settings

    Dimensions: Fake Users
    Line Item| Format| Formula
    Email| List| ITEM(Fake Users)
    First Name| Text|
    ---|---|---
    Last Name| Text|
    Model Role| List|
    Single Sign-on| Boolean|
    –COUNT–| No Data|
    Count| Number| 1
    Single Sign-on Count| Number| If ‘Single Sign-on’ THEN 1 ELSE 0
    Non-Single Sign-on Count| Number| If NOT ‘Single Sign-on’ THEN 1 ELSE 0
    –FILTERS–| No Data|
    Prior Model Role| List|
    Import Filter| Boolean| IF Model Role = Prior Model Role THEN FALSE ELSE TRUE
    –CONDITIONAL FORMATTING–| No Data|
    Single Sign-on CF| Number| IF ‘Single Sign-on’ THEN 1 ELSE 0

  20. Import Email from SYS: Fake Users into INP: User Settings
  21. Export current native user settings in CSV format. Then import user settings into INP: User Settings
  22. Create OUT: User Statistics module
     | OUT: User Statistics
    ---|---
    Dimensions: Model Roles
    Line Item| Format| Formula
    User Count| Number| ‘INP: User Settings’.Count[SUM: ‘INP: User Settings’.Model

Role]

Single Sign-on Count| Number| ‘INP: User Settings’.’Single Sign-on Count'[SUM: ‘INP: User

Settings’.Model Role]

Non-Single Sign-on Count| Number| ‘INP: User Settings’.Count[SUM: ‘INP: User Settings’.Model

Role]

–CONDITIONAL FORMATTING–| No Data|
User Count CF| Number| IF User Count > 0 THEN 1 ELSE 0
Single Sign-on Count CF| Number| IF ‘Single Sign-on Count’ > 0 THEN 1 ELSE 0
Non-Single Sign-on Count CF| Number| IF ‘Non-Single Sign-on Count’ > 0 THEN 1 ELSE 0
10. Create the following saved views from OUT: User Statistics module:

  1. DB View
  2. Model Roles list as columns and line items as rows
  3. Show:
  4. Columns: Full Access, Executive, Operations, No Access
  5. Rows: User Count, Single Sign-on Count, Non-Single Sign-on Count
  6. Enable conditional formatting
  7. Save view as “DB View”
  8. Pie Chart
  9. Models Roles list as rows and line items as columns
  10. Show:
  11. Columns: User Count
  12. Rows: Full Access, Executive, Operations, No Access
  13. Save as “Pie Chart”
  14. Prepare the Page:
  15. Publish the following to the dashboard:
  16. OUT: User Statistics – DB View saved view
  17. Pie Chart created from OUT: User Statistics – Pie Chart saved view
  18. Instructions: “The following table and pie chart below provide visibility into how many users are provisioned in this model and what type of access those users have. NOTE: This is a static snapshot into user statistics. In order to update this table and pie chart, follow the instructions below.”Anaplan-123780-User-Access-Management-FIG- \(1\)

Component B: Manage Users and Role Assignment

Enable Admins to quickly add new users and assign roles, or update model role assignment for existing users.

  1. Add line items to INP: User Settings module (created in Component A)
     | INP: User Settings
    ---|---
     | Add the following line items
    Line Item| Format| Formula
    –FILTERS–| No Data|
    Prior Model Roles| List|
    Import Filter| Boolean| IF Model Role = Prior Model Role THEN FALSE ELSE TRUE
  2. Create the following saved views:
  3. Input DB
  4. Line items as columns and Fake Users as rows
  5. Show: Email, First Name, Last Name, Model Role, Single Sign-on
  6. Save this view as “Input DB”
  7. User Settings Import
  8. Line items as columns and Fake Users as rows
  9. Show: Email, First Name, Last Name, Model Role, Single Sign-on, Import Filter
  10. Apply Filter to show items with Import Filter = True (checked)
  11. Save this view as “User Settings Import”
  12. Copy Current to Prior
  13. Line items as columns and Fake Users as rows
  14. Show: Model Role, Prior Model Role, Import Filter
  15. Apply Filter to show items with Import Filter = True (checked)
  16. Save this view as “Copy Current to Prior”
  17. Use Import to Copy Current Model Role to Prior Model Role from INP: User Settings –Copy Current to Prior saved view
  18. Save this action as 1.2 Copy Current to PriorAnaplan-123780-User-Access-Management-FIG- \(2\)
  19. Set-up 1.1 Import User Settings into Native User Settings
  20. From native user settings import from INP: User Settings – User Settings Import saved view
  21. Import First Name, Last Name, Model Role, and Single Sign-on using Email as source
  22. Save as 1.1 Import User Settings into Native User Settings
  23. Create process “Update User Settings”
  24. Add Maintain: Load Fake Users from SYS: Fake Users and 1.1 Import User Settings into Native User Settings and 1.2 Copy Current to Prior to this process
  25. Create the “Add New User” Worksheet (and Form)
  26. Make the grid the “INP: User Settings – Input DB” saved view
  27. Select “Configure Worksheet Actions”
  28. On the right panel, select the “Forms” drop down menu and create a new form
  29. Form Title: “Add New User”
  30. Choose List: “Fake Users”
  31. Choose Module: “INP: User Settings”
  32. Line Items to Include: First Name, Last Name, Model Role, Single Sign On
  33. Prepare the Page:
  34. Publish INP: User Settings – Input DB to dashboard
  35. Publish “Update User Settings” process to dashboard via action card [Note: In the sample dashboard below, the “Update User Settings” process is not displayed. This is because the complete template contains Selective Access provisioning and this button is located at the bottom of the dashboard.]
  36. Publish “Add New User” form via an action card
  37. Instructions: To add a new user, press “Add User” button. You will be prompted with a form to complete to add a new user. Once the required information is input, or changes are made to current users, press “Update User Settings” to apply changes to the native user settings.
  38. Workaround Disclaimer Language: Workarounds: 1) Workspace Administrator (WSA) rights can only be assigned from the native user settings. If adding a user that requires WSA access, be sure to go to the native user settings to provision WSA access even if the boolean is checked above. 2) To remove access for a user who previously had access, mark their role as “No Access” before updating user settings. 3) To remove a user that has been added via the “Add User” action before the changes have been published to the native user settings, leverage Anaplan’s native list management capabilities, or select the drop down menu at the top left corner of dashboard module to Edit and then delete list items.Anaplan-123780-User-Access-Management-FIG- \(3\)

Known Workarounds:

Include language around required workarounds:

  • Assign/update WSA rights:
    • WSA assignment can only be done from the native users settings
  • Remove User Access From Current User:
    • Mark model role as “No Access” and utilize the native user settings to remove user from the model
  • Remove user that has been added to user list via the “Add User” action
    • Utilize list management to manually remove that item

Component C: Manage Selective Access

Add or update Selective Access for new or existing users.

Pre-Build Activities:

  • Identify which lists will have selective access enabled
  • Define role-based access to lists with selective access enabled
  • Configure those lists with selective access Boolean enabled
  1. Create flat Region and Cost Center lists
  2. Create Region Flat (L1) and Cost Center Flat
  3. Import the Region and Cost Center lists into the flat lists
  4. If the source lists have assigned the items a unique code, import that code with the list item name. If the source list has not assigned the list items a unique code, assign a unique identifier.
  5. Create SYS: Cost Center Flat Properties module
    SYS: Cost Center Flat Properties

    Dimensions: Cost Center Flat
    Line Item| Format| Formula
    Code| Text| CODE(ITEM(‘Cost Center Flat’))
    Cost Center (Hierarchy)| List| FINDITEM(Cost Center, Code)
    Name| Text| NAME(‘Cost Center (Hierarchy)’)

  6. Create SYS: Region Flat Properties module
    SYS: Region Flat Properties

    Dimensions: Region Flat (L1)
    Line Item| Format| Formula
    Code| Text| CODE(ITEM(‘Region Flat (L1)’))
    Region (Hierarchy)| List| FINDITEM(‘Region (L1)’, Code)
    Name| Text| NAME(‘Region (Hierarchy)’)

  7. Create INP: Cost Center Selective Access
    INP: Cost Center Selective Access

    Dimensions: Fake Users, Cost Center Flat
    Line Item| Format| Formula
    User| List| IF Write OR Read OR ISNOTBLANK(Cost Center None) THEN ITEM(Fake Users) ELSE BLANK
    Write| Boolean|
    Read| Boolean|
    –ANAPLAN CALCS–| No Data|
    Cost Center Write| Text| IF Write THEN ‘SYS: Cost Center Flat Properties’.Code ELSE BLANK
    Cost Center Read| Text| IF Read THEN ‘SYS: Cost Center Flat Properties’.Code ELSE

BLANK

Cost Center None| Text| IF NOT Write AND Prior Write OR NOT Read AND Prior Read THEN ‘SYS: Cost Center Flat Properties’.Name ELSE BLANK
Load?| Boolean| Write <> Prior Write OR Read <> Prior Read AND ISNOTBLANK(User) OR ISNOTBLANK(Cost Center None)
–PRIOR–| No Data|
Prior Read| Boolean|
Prior Write| Boolean|
–CONDITIONAL FORMATTING–| No Data|
Read and Write CF| Number| IF Write AND Read THEN 1 ELSE 0
5. Create the Following Saved Views

  1. Selective Access Import
  2. Line Items as the columns and Fake Users and Cost Center Flat as the rows
  3. Show User, Cost Center Read, Cost Center Write, Load? line items
  4. Enable filter to show items with Load?=TRUE (checked)
  5. Save this view
  6. Copy Current to Prior
  7. Line Items as the columns and Fake Users and Cost Center Flat as the rows
  8. Show User, Write, Read, Prior Write, Prior Read line items
  9. Enable filter to show items with Load?=TRUE (checked)
  10. Save this view
  11. DB View
  12. Line Items as the columns, Fake Users as the Page, Cost Center Flat as the rows
  13. Show Write and Read
  14. Save this view
  15. Remove Security
  16. Line Items as the columns and Fake Users and Cost Center Flat as the rows
  17. Show User, Cost Center None, Load? line items
  18. Enable filter to show items with Load?=TRUE (checked)
  19. Save this view
  20. Create INP: Region Selective Access
     | INP: Region Selective Access
    ---|---
    Dimensions: Fake Users, Region Flat (L1)
    Line Item| Format| Formula
    User| List| IF Write OR Read OR ISNOTBLANK(Region None) THEN ITEM(Fake Users) ELSE BLANK
    Write| Boolean|
    Read| Boolean|
    –ANAPLAN CALCS–| No Data|
    Region Write| Text| IF Write THEN ‘SYS: Region Flat (L1) Properties’.Code ELSE BLANK
    Region Read| Text| IF Read THEN ‘SYS: Region Flat (L1) Properties’.Code ELSE BLANK
    Region None| Text| IF NOT Write AND Prior Write OR NOT Read AND Prior Read THEN ‘SYS: Region Flat (L1) Properties’.Name ELSE BLANK
    Load?| Boolean| Write <> Prior Write OR Read <> Prior Read AND ISNOTBLANK(User) OR ISNOTBLANK(Region None)
    –PRIOR–| No Data|
    Prior Read| Boolean|
    Prior Write| Boolean|
    –CONDITIONAL FORMATTING–| No Data|
  21. Create the Following Saved Views:
  22. Selective Access Import
  23. Line Items as the columns and Fake Users and Region Flat (L1) as the rows
  24. Show User, Region Read, Region Write, Load? line items
  25. Enable filter to show items with Load?=TRUE (checked)
  26. Save this view
  27. Copy Current to Prior
  28. Line Items as the columns and Fake Users and Region Flat (L1) as the rows
  29. Show User, Write, Read, Prior Write, Prior Read line items
  30. Enable filter to show items with Load?=TRUE (checked)
  31. Save this view
  32. DB View
  33. Line Items as the columns, Fake Users as the Page, Region Flat (L1) as the rows
  34. Show Write and Read
  35. Save this view
  36. Remove Security
  37. Line Items as the columns and Fake Users and Region Flat (L1) as the rows
  38. Show User, Region None, Load? line items
  39. Enable filter to show items with Load?=TRUE (checked)
  40. Save this view
  41. Set-up the following imports and rename once you are done
  42. 2.1 CC Selective Access Remove Security
  43. Import into Native User Settings from INP: Cost Center Selective Access –Remove Security saved view
  44. Import 2 fields:
  45. User à Email Address
  46. Cost Center None à Cost Center None
  47. 2.2 CC Selective Access Import
  48. Import into Native User Settings from INP: Cost Center Selective Access –Selective Access saved view
  49. Import 3 fields:
  50. User à Email Address
  51. Cost Center Read à Cost Center Read
  52. Cost Center Write à Cost Center Write
  53. 2.3 CC Selective Access Copy Current to Prior
  54. Import into INP: Cost Center Selective Access from INP: Cost Center Selective Access – Copy Current to Prior saved view
  55.  Import 2 fields:
  56. Write à Prior Write
  57. Read à Prior Read
  58. 2.4 Region Selective Access Remove Security
  59. Import into Native User Settings from INP: Region Selective Access –Remove Security saved view
  60.  Import 2 fields:
  61. User à Email Address
  62. Region None à Region None
  63. 2.5 Region Selective Access Import
  64. Import into Native User Settings from INP: Region Selective Access –Selective Access saved view
  65. Import 3 fields:
  66. User à Email Address
  67. Region Read à Region Read
  68. Region Write à Region Write
  69. 2.6 Region Selective Access Copy Current to Prior
  70. Import into INP: Region Selective Access from INP: Region Selective Access – Copy Current to Prior saved view
  71.  Import 2 fields:
  72. Write à Prior Write
  73. Read à Prior Read
  74. Create Process “Update User Settings” and add imports 2.1 to 2.6 to the process
  75. Prepare the Page:
  76. Publish INP: Cost Center Selective Access – DB View
  77. Publish INP: Region Selective Access – DB View
  78. Publish “Update User Settings” process
  79. Instructions: Input Selective Access settings below and then press “Update User Settings” to import new users and/ update user settings. If you have leveraged the Copy To / From capability above, please note that you must run the “Update User Settings” process to apply changes to the native user settings.Anaplan-123780-User-Access-Management-FIG- \(4\)
    Note: This example focuses on a single level hierarchy for both Cost Center and Region. If this dashboard is being built for a multi-level hierarchy, make sure that you incorporate a process to clear the highest level of the hierarchy before applying changes at lower levels. For example, if All Cost Centers was previously assigned, that assignment would need to be cleared out via the “None Import” before assigning Finance and Accounting.

Component D : Copy Selective Access From One User To Another (Copy To/From)

Enable Administrators to set-up a new user, or update a user, with the same selective access settings as another user.

  1. Create INP: Copy From/To Module
    INP: Copy From/To

    Dimensions: Fake Users
    Line Item| Format| Formula
    Copy From| List| List: Fake Users; DCA: Copy User Access
    Copy User Access| Boolean|
    –CALCULATIONS–| No Data|
    Copy To| List|
    –CONDITIONAL FORMATTING–| No Data|
    Input Highlight| Number|

  2. Create the following saved view:
  3. DB View
  4. Fake Users list as rows and line items as columns
  5. Show: Copy User Access and Copy From
  6. Save this view
  7. Add new line items to INP: Region Selective Access and INP: Cost Center Selective Access
    INP: Region Selective Access

    New Line Items to Add
    Line Item| Format| Formula
    –COPY FROM/TO–| No Data|

Load Copy To?

|

Boolean

| ‘INP: Copy From/To’.Copy User Access AND (Write[LOOKUP: Copy From] OR Read[LOOKUP: Copy From])
Copy From| List: Fake Users| ‘INP: Copy From/To’.Copy From
Copy To| List: Fake

Users

| IF Load Copy To? THEN ‘INP: Copy From/To’.Copy To ELSE

BLANK

Copy From Write User| Text| IF ISBLANK(Copy To) THEN BLANK ELSE Region

Write[LOOKUP: Copy From]

Copy From Read User| Text| IF ISBLANK(Copy To) THEN BLANK ELSE Region

Read[LOOKUP: Copy From]

Copy From Write Boolean| Boolean| ISNOTBLANK(Copy From Write User)
Copy From Read Boolean| Boolean| ISNOTBLANK(Copy From Read User)
–CLEAR PREVIOUS ACCESS–| No Data|
---|---|---
Clear Write| No Data|
Clear Read| No Data|
Clear Previous Write| No Data|
Clear Previous Read| No Data|
Clear Previous?| Boolean| ‘INP: Copy From/To’.Copy To = User AND ISNOTBLANK(Clear Previous Access)
Clear Previous Access| Text| IF Write OR Read THEN ‘SYS: Region Flat (L1)

Properties’.Code ELSE BLANK

  INP: Cost Center Selective Access
  New Line Items to Add
Line Item Format
–COPY FROM/TO– No Data

Load Copy To?

|

Boolean

| ‘INP: Copy From/To’.Copy User Access AND (Write[LOOKUP: Copy From] OR Read[LOOKUP: Copy From])
Copy From| List: Fake Users| ‘INP: Copy From/To’.Copy From
Copy To| List: Fake Users| IF Load Copy To? THEN ‘INP: Copy From/To’.Copy To ELSE BLANK
Copy From Write User| Text| IF ISBLANK(Copy To) THEN BLANK ELSE Cost Center

Write[LOOKUP: Copy From]

Copy From Read User| Text| IF ISBLANK(Copy To) THEN BLANK ELSE Cost Center Read[LOOKUP: Copy From]
Copy From Write Boolean| Boolean| ISNOTBLANK(Copy From Write User)
Copy From Read Boolean| Boolean| ISNOTBLANK(Copy From Read User)
–CLEAR PREVIOUS ACCESS–| No Data|
Clear Write| No Data|
Clear Read| No Data|
Clear Previous Write| No Data|
Clear Previous Read| No Data|
Clear Previous?| Boolean| ‘INP: Copy From/To’.Copy To = User AND ISNOTBLANK(Clear Previous Access)
Clear Previous Access| Text| IF Write OR Read THEN ‘SYS: Cost Center Flat

Properties’.Code ELSE BLANK

  1. Create the following saved views:

  2. INP: Cost Center Selective Access – Copy To: Clear Previous

  3. Line items as the columns; Cost Center Flat and Fake Users lists as the rows

  4. Show: Write, Read, Prior Write, Prior Read, Clear Write, Clear Read, Clear Prior Write, Clear Prior Read, Clear Previous?

  5. Enable Filter: Clear Previous?= TRUE (checked)

  6. INP: Cost Center Selective Access – Copy To: Module Settings

  7. Line items as the columns; Cost Center Flat and Fake Users lists as the rows

  8. Show: Write, Read, Copy From Write, Copy From Read, Load Copy To?

  9. Enable Filter: Load Copy To? = TRUE (checked)

  10. INP: Region Selective Access – Copy To: Clear Previous

  11. Line items as the columns; Region Flat (L1) and Fake Users lists as the rows

  12. Show: Write, Read, Prior Write, Prior Read, Clear Write, Clear Read, Clear Prior Write, Clear Prior Read, Clear Previous?

  13. Enable Filter: Clear Previous?= TRUE (checked)

  14. INP: Region Selective Access – Copy To: Module Settings

  15. Line items as the columns; Region Flat (L1) and Fake Users lists as the rows

  16. Show: Write, Read, Copy From Write, Copy From Read, Load Copy To?

  17. Enable Filter: Load Copy To? = TRUE (checked)

  18. Create the following imports:

  19. 3.1 Copy To: Clear Current Module Settings (Region)
    § Import into INP: Region Selective Access from INP: Region Selective Access – Copy To: Clear Previous saved view
    § Import 4 fields:
    • Clear Read à Read
    • Clear Write à Write
    • Clear Previous Read à Prior Read
    • Clear Previous Write à Prior Write

  20. 3.2 Copy To: Copy From to Current (Region)

  21. Import into INP: Region Selective Access from INP: Region Selective Access – Copy To: Module Settings saved view

  22. Import 2 fields:

  23. Copy From Write Boolean à Write

  24. Copy From Read Boolean à Read

  25. 3.3 Copy To: Clear Current Module Settings (Cost Center)

  26. Import into INP: Cost Center Selective Access from INP: Cost Center Selective Access – Copy To: Clear Previous saved view

  27. Import 4 fields:

  28. Clear Read à Read

  29. Clear Write à Write

  30. Clear Previous Read à Prior Read

  31. Clear Previous Write à Prior Write

  32. 3.4 Copy To: Copy From to Current (Cost Center)

  33. Import into INP: Cost Center Selective Access from INP: Cost Center Selective Access – Copy To: Module Settings saved view

  34. Import 2 fields:

  35. Copy From Write Boolean à Write
    Copy From Read Boolean à Read

  36. Prepare the Page:

  37. Publish INP: Copy From/To – DB View saved viewAnaplan-123780-User-Access-Management-FIG- \(5\)

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