Workspace Administrators can add users and user attributes to a workspace by importing them from within the model.
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.
Note: If a tenant administrator turns on the user management switch in Administration:
- 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.
Import users to a workspace
You can use a TXT or CSV file to import new and existing users to a workspace.
If a user already has an account, you can use an import to add them to a new workspace. The import must include their email address or their user ID to identify the user.
To add a user who doesn't already have an account, the import must include the user's email address, first name, and last name.
New users receive a welcome email that invites them to log in and change their password.
Users are imported as non-workspace administrators. You can select the Workspace Administrator checkbox in the Users pane to enable workspace administrator access for a user.
Note: When you add a new user by import, they're added to other models within the workspace the next time those models are opened.
Import user attributes
You can import user attributes when you add a user. These apply only to the model in which you do the import. You can also use imports to amend the details of users already in a workspace.
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.
| Attribute | Amend by import? | Notes |
| Email address | No | The email address with which the user logs into Anaplan. Required when you import new users, or import an existing user without a user ID. |
| First name | No | Required when you import new users. |
| Last name | No | Required when you import new users. |
| Model role | Yes | Before you import the model role attribute, confirm that the role exists on the Roles tab in the Users pane. If you import a new user with a model role that doesn't exist in the model, the user imports with the default role, No Access. |
| Selective access permissions | Yes | Enable selective access for the list or lists you want to assign read or write access to. If you need to assign selective access to multiple items of a list, the import file must display every individual selective access item on its own row for a given user. Note: The list name followed by None removes any current selective access a user has for the list. |
| Single Sign-On | Yes | The import file must include data that uses true or false to indicate whether the user logs in with Single Sign-On. |
| User ID | No | Required when you import a user that already exists without their email address. A user ID is automatically generated each time you create a new user. |
