1. Extensions
  2. Google Sheets Add-on
  3. Connect a Google worksheet to an Anaplan module
  4. Connection owner

The connection owner is the user who creates the first connection to an Anaplan module from a particular Google Sheets spreadsheet. Other users can still contribute to the spreadsheet, but the connection owner is the only person who can use Add-on connection features in that spreadsheet.

Self Service SAML must be configured in order to sign in to the Google Sheets Add-on with SSO. Talk to your tenant administrator to confirm if Self Service SAML is configured.

If Self Service SAML is not configured, sign in with your Anaplan email address and password.

User roles and data access

In Anaplan, you can assign model roles to ensure that users only access the data they need in order to perform their role. You can also apply selective access and dynamic cell access to further refine which users can view specific data. This enhances security and enables users to focus on the data relevant to them.

As a result, two users might access different data when they connect Google Sheets to the same module. To ensure data consistency, only the person who creates the first connection in a spreadsheet can use the add-on features in that spreadsheet.

This means that no one with a different model role can, for example, refresh a connection you created and change the scope of the data that displays. 

Note: If you are not the connection owner of a particular spreadsheet but wish to refresh or use other add-on features, you can right click the desired sheet and copy it to a new spreadsheet or an existing one that you own. 

Connection owners and spreadsheet contributors

Before you create a connection, anyone who's signed into the add-on can use the add-on features.

Once you create a connection, you become the connection owner for that spreadsheet, and other users become spreadsheet contributors.

For spreadsheet contributors, add-on features are disabled. A message displays the name of the connection owner. To use the add-on features, either:

  • Contact the connection owner
  • Right click the desired sheet and copy it to a new spreadsheet or an existing one that you own 
  • Create a new connection yourself in a new spreadsheet.
A spreadsheet in Google Sheets with the Add-on sidebar open on the right. All the options are grayed out except for Help and about and Sign out. A message displays on the sidebar, which reads: "The Anaplan connections in this worksheet are owned by Roger Smith, please contact them to request changes of start a connection in your own workbook.

As a spreadsheet contributor, you can still work with the data using all the normal Google Sheets features. You can also sign in and out of the Add-on and access help and information about the Google Sheets Add-on.

If you're a spreadsheet contributor and you would like to use add-on features, you can create your own connection in a new spreadsheet.

Add-on features

Only the connection owner can perform these actions: