UX roles: overview

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GrahamJordan
GrahamJordan Member, ALL USERS, GroupMember, Employee Posts: 5 Contributor
in Anaplan Community

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.

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Comments

  • GrahamJordan
    GrahamJordan Member, ALL USERS, GroupMember, Employee Posts: 5 Contributor

    @PreviousUserAccountA 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

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