In Anaplan, a page builder with 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.
  2. Select the page for which you want to manage access by selecting its line. Selecting the page name opens the page in a separate tab.
    The right-hand side panel displays the access permissions.
    • If set to All roles have access, all users with access to the source model can access the page.
    • If set to Restrict roles, a list of roles available for that page displays underneath the option, based on the existing roles contained in the source model. The Full Access role requires unrestricted access, so you cannot remove access for the Full Access role. You can only restrict your own role if you have enabled multiple source models for the page.
the Manage access screen displays a list of available pages in an app. On the right-hand side, the current role assignments for the selected page display in a panel.

To restrict access to the page for specific roles in your organization:

  1. Select Restrict roles.
  2. Select the checkbox next to the roles you want to access the page.
    • Enter a role name in the Find field to search for a particular role within the full list.
      Results for your search term display.
    • Select Select all to change a prior configuration in which you've selected some roles and deselected others.
      All roles are selected.
  3. Select Update, in the bottom-right corner of the panel.
    A message displays the outcome of the update.

You can repeat the process for as many pages as you require, without leaving the Manage access screen.