How do you create and manage users in Anaplan?

The purpose of Anaplan modules is to organize and structure business logic, calculations, and data within an Anaplan model. They serve as the building blocks for planning, analysis, and decision-making processes across different business functions.

In Anaplan, formulas are used to perform calculations, automate logic, and link data between different modules and models. They are similar to spreadsheet formulas but more powerful due to Anaplan’s multidimensional structure.

Creating and managing users in Anaplan involves several steps typically done by workspace administrators or users with appropriate permissions. Here's a clear overview of how to create and manage users in Anaplan:

1. Adding Users in Anaplan

Step-by-step:

Log in to Anaplan with an account that has administrator privileges.
Go to the Administration area from the Anaplan home screen.
Select the Users tab.
Click on Add Users.
Enter the email addresses of the users you want to add (multiple emails can be entered separated by commas).
Assign the users to appropriate Roles and Access Levels:
- Roles define what the user can do within the model (e.g., Administrator, Contributor, Viewer).
- Access Levels control what workspace or models the user can access.
Optionally, set additional details such as user type (Named, Concurrent), licenses, and expiration dates.
Click Add to finalize.

2. Managing Users

Modifying User Permissions:

Go to Administration > Users.
Find and select the user whose permissions you want to modify.
Change the assigned roles, workspace access, or model access as needed.
Save the changes.

Deactivating or Deleting Users:

Deactivating a user disables their access but retains their historical data and audit logs.
Deleting is usually not recommended because it removes the user completely.
To deactivate, select the user and choose Deactivate.

3. User Roles and Permissions

Administrator: Full access including user management and model building.
Model Builder: Can build and edit models but not manage users.
Contributor: Can input and update data but not change model structure.
Viewer: Read-only access.

You can also create Custom Roles with specific permissions tailored to your organization's needs.

4. Additional Tips

User Licenses: Anaplan licenses can be Named (assigned to a single user) or Concurrent (shared licenses).
Audit Logs: Keep track of user activity for compliance.
User Groups: Use user groups for easier management of permissions and roles across multiple users.
Workspace Access: Make sure users have access to the right workspace(s) to see the models they need.

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