Anaplan Support will set up your existing tenant for Matching, enabling it to perform various matching functions.
Set up a tenant for Matching
To set up a tenant for Matching, contact the Anaplan Support team with these information:
| Option | Description |
| Product category | Specify the product category you require, such as Consolidation, Transaction Matching, Anaplan XL Reporting, or Disclosure Management. |
| Company and tenant | Provide the company name, domain, and desired company tenant name and location. |
| Contact | Share the contact information for both the customer and partner for future coordination. |
| User license | If applicable, specify the number of Anaplan XL user licenses needed. |
| Access credentials | Provide a list of users for the implementation and administration teams. |
Enable Matching
Once your tenant is set up, follow these steps to view Matching:
- Select Explorer in the navigation pane.
- Expand Fluence > Administration and open the Settings form.
Within the Security module, business administrators can manage role authorizations for the Matching module. Administrators or users with permissions within Security can create, update, and delete users and roles, and assign permissions to roles.
