In Anaplan, a page builder with the workspace administrator role can manage role-based access to pages within an app.

By default, all users with access to the source model have access to a page. As a workspace administrator, you can restrict access through the Manage access option in an app. Access to individual pages can also be managed from within the page, using the Page settings option. However, Manage access offers the added benefit of a centralized view to manage access to all pages within an app.

Please note that any source model must already contain model roles. If no roles have been created in the model, you will not be able to restrict access to the page. Workspace administrators can add model roles in the Users pane of a model.

You can also restrict access to a page from within the page itself.

To manage access to a page:

  1. On the app contents screen, select Options for this page  > Manage access.
    In the Overview tab, you'll see a list of pages and the roles that have view or edit permissions for each page. You can select the page name to open it. 
  2. Select Page view. 
  3. Select a model and a page from the respective drop-down menus. If all users have access, select Turn on restrictions.
    A list of roles for the models where you're a workspace administrator displays. You can see the permission level each role has for the selected page. 
  4. Select Manage. You can select different access levels for each role:
    • View: Users with this role can view the page.
      Check the box next to View to give all roles View access only. 
    • Edit: Users with this role can view and edit the page in the page designer.
      Check the box next to Edit to give all roles view and edit access.
      To give all users access, switch off Restrict access.
  5. Select Save. 

Note: Only users with the page builder role assigned can be granted edit access to a page. 

To restrict access to the page for specific roles:

  1. Select Role view. 
  2. Select a model and a role from the respective drop-down menus
    A list of pages associated with the selected model displays, and you can see the access level your selected role has to each page. 
  3. Select Manage.
  4. Turn on the switch for a page to assign access. You can switch on multiple pages to assign access levels in bulk. You can select different access levels for the selected role in each page:
    • View: Users with the selected role can view the page.
      Check the box next to View in the column header to give the selected role View access to all pages that have been switched on. 
    • Edit: Users with the selected role can view and edit the page in the page designer.
      Check the box next to Edit  in the column header to give the selected role view and edit access to all pages that have been switched on.
  5. Select Save.