Workspace administrators can add users to a workspace to enable them to view and edit model data.
You can manage user access to workspaces in three ways:
A user administrator can create users, add them to workspaces, or delete them from workspaces in Administration.
A workspace administrator can add or remove users from the Users pane in a model.
A workspace administrator can import a list of users to add users and update user details in a model.
If a user administrator and workspace administrator input user changes that conflict, the most recent transaction determines the user account status.
To avoid user status conflicts, we recommend that your organization use the User Administrator role to add or remove users. Workspace administrators can then refine model-level access from the Users pane in a model.
Only user administrators can add or remove users from the Internal page in Administration. They can also invite or remove visiting users from the Visiting page in Administration.
Workspace administrators can't add or remove users from within models. They also can't add users through an import. However, they can run an import to update user attributes.
When you add a user to a workspace from within a model you determine their level of model access for that model.
However, when you add a user to a workspace from a model, you add them to all models in that workspace.
Workspace administrators have Full Access to the other models by default, even if you select the No Access role for them in the current model. Other users have No Access to other models by default, regardless of which role you select for the current model.
To change the workspace access for the user, go into each model individually and change their model role.
Notification of workspace assignments
When you add a new user to a workspace from a model, an email notification tells them the workspace to which they've been added. The email contains a link to the workspace so they can log in.
Add a user to a workspace from a model
To add a user to a workspace from a model:
In the model to which you want to add the user, navigate to the Users tab of the Users pane.
Select Add User.
Enter details into the relevant fields:
Email address
The email address must:
Follow the standard email address format. For example, name@domain.com
Contain a maximum of 60 characters.
Can't start or end with an _ (underscore) character.
First name
Last name
Optionally, select the workspace administrator checkbox to make them a workspace administrator.
Select or deselect the Authentication withSingle Sign-On checkbox. If selected, the user must sign in with single sign-on. If deselected, the user can sign in with their Anaplan username and password, or with single sign-on.
Select a Role for the user. By default, new users have the Full Access role for the model to which you add them.
Select OK. The user is added to the workspace and displays in the Users list of the model.