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Available Permissions

Describes each of the available permissions of a role and the prerequisites.

Check out Roles and Permissions for overview information and Create and Edit Roles for step-by-step instructions. 

Sheet Permissions

Permissions Lets Users Prerequisite Permissions General Setup 
Access Sheets

Open Sheets from the Navigation bar.

View user-assigned sheets from Assumptions in the navigation bar.

Open sheets and view data, based on their level access, or any sheet assigned directly to them. 

   
Editable Sheet Access Enter and edit data on any sheet that they can view. Access Sheets  
Edit Dimension on Sheet Add dimension values to the dimension dropdown of modeled and cube sheets when the sheet allows it.

Editable Sheet Access

When you add dimensions to a sheet in the Model, click Edit dimension on sheet

 

 

Report Permissions

Permissions Lets Users Prerequisite Permissions General Setup
Access Reports

Open Reports from the Navigation bar.

Create reports for personal use and store in personal folders. 

View, download, and create snapshots of reports that others have shared with them.

   
Create Shared Reports

Save a report to Shared Folders so that others can view it and edit it.

Make changes to any shared reports that they originally created.

Access Reports

 

 
Modify All Reports

Make changes to shared reports created by other users. 

Save changes to shared reports so other users automatically see the changes. 

A user with this permission cannot delete a report authored by another user. 

Access Reports

 

 
Manage Shared Report Folders Rename, delete and create Shared Report folders.  All users with report access see these changes. Access Reports  
Email Reports

Email reports to other users. 

Create personal email groups in My Profile.

Access Reports  
Upload Files Upload files from their computers and save them as Static Reports. Access Reports  
Access OfficeConnect Use Adaptive OfficeConnect for Excel, Word,  and PowerPoint to create reports, documents and presentations using Adaptive Planning data. 

Access Reports

Purchase and enable OfficeConnect in Administration > Setup. 

 

Discovery Permissions

Permissions Lets Users Prerequisite Permissions General Setup
Access Discovery

Open Discovery New or Classic from the Navigation menu.

In Both {{discovery}} Classic and New:

View charts and analyze chart data.

Download charts as an image to personal machine.

In Discovery New Only:

Create perspectives and charts and share with others.

View and duplicate others' shared dashboards.

For Discovery CPM, select either or both: 

  • Visualize Data from Modeling Engine 
  • Visualize Data from Analytic Engine

Request Discovery PRO or Discovery CPM.

 

 

 

Visualize Data from Analytic Engine

See Discovery data in charts.  Discovery data is not loaded in Adaptive Planning but directly into Discovery.

Required for Discovery Access permission if Visualize Data from Modeling Engine is not selected.

Access Discovery

Discovery CPM Only

Visualize Data from Modeling Engine

See Adaptive Planning data in charts.

Required for Discovery Access permission if Visualize Data from Analytical Engine is not selected.

Access Discovery Discovery CPM Only
Edit Company Discovery Dashboards

Create and edit charts on the company dashboard, where all charts are visible to all users of Discovery Classic.

Access Discovery Discovery Classic  Only
Edit Personal Discovery Dashboards

Create their own charts on their personal dashboards in Discovery Classic.

Access Discovery Discovery Classic  Only
Use Analysis Tools Use advanced analysis tools in Discovery Classic. Access Discovery Discovery Classic  Only

 

Integration Permissions

Permission Lets Users Prerequisite Permissions General Setup 
Integration Operator

Open Integration from the Navigation menu.

Execute saved Integration tasks.

See the Execution History.

   
Data Designer Set up data sources, loaders, tasks and user permissions for Integration. Integration Operator  
Integration Developer Use JavaScript to define the behavior for each of the standard data source actions (test connection, import structure, import data, and preview data). Data Designer  

 

Modeling Permissions

Permissions Lets Users Prerequisite Permissions General Setup 

Model Management Access

 

 

You must select additional Model Access permissions to give the user access to Modeling. 

 
Model includes: sheets, accounts, dimensions, and formulas

Open Modeling from the Navigation bar. 

Create, edit, and delete dimensions, dimension values and dimension attributes.

Create, edit, and delete GL, metric, and custom accounts, and account attributes.

Create, edit, delete, and assign level-assigned sheets and user assigned sheets.

Open Formulas from the navigation bar. 

Write shared formulas of your model.

See all parts of your model from the Integration Data Designer  (Conditional with Data Designer permission).

Model Management Access

Integration Operator > Data Designer to view all  parts of the model in Integration in the data designer (optional)

 

 

Organization Structure 

Open the Levels menu in Modeling.

Create, edit, and delete levels.

Assign level access (conditional).

  • Select All Levels to let them see all levels available in the model.
  • Select Accessible Levels Only to limit this permission to only the levels they can access. 

Model Management Access

Admin Access > Users to assign level access (optional)

 

Version

Open the Versions menu in Modeling.

Create, edit, delete, and hide versions.

Model Management Access

 

Time

 

Open the Time menu in Modeling.

Create locales, add and edit labels and extend the defined calendar for an instance.

 

Model Management Access  
Configure Calendar

Import new calendars to replace existing calendars.

Clear standard data in the model.

Time This permission does not appear if you have purchased Discovery CPM.

Transactions

Open Transactions from the Others menu in Modeling. 

Define the columns and fields of transactions. 

Model Management Access  

Announcements

Open Announcements Pages from the Others menu in Modeling.

Create, edit, delete and share announcements with other users. 

Model Management Access

Access Reports 

 
Assumptions 

Open Assumptions from the Accounts menu in Modeling. 

Create, edit, and delete assumption accounts.

   
Structure Import Import level, account, attributes, and dimension structures from Modeling menus. 

Model Management Access

Model includes: sheets, accounts, dimensions, and formulas

 
Allocation Rules

Open Allocations Rules from the Rules menu in Modeling.

Create, edit, and delete Allocation Rules.

Model Management Access  
Currencies

Open Currencies  from the Others menu in Modeling.

Create, edit, and delete currencies to be used in the model.

Create, edit and delete exchange rate types for the currencies.

Enter rates in the exchange rate sheets. 

Model Management Access

 

 

 

Consolidation

 

Administer Consolidation.

Open Elimination Rules from  the Rules menu in Modeling. 

Create, edit, and delete elimination rules. 

Open Consolidation Percentages from the Others menu in Modeling. 

Model Management Access Purchase and enable Consolidation.

Administration Permissions

Permissions Lets Users Prerequisite Permissions General Setup
Admin Access   You must select additional Admin permissions to give the user access to Administration.   
Users

Open Administration from the Navigation bar.

Create, edit, and delete users and their profiles.

Update user passwords and IDs.

Assign level access to users (conditional).

Assign roles to users (conditional).

Admin Access

Model Management Access > Level Structure to assign levels to users

Admin Access > Roles to assign roles to users

 
Roles

Open Administration from the Navigation bar.

Create and delete roles.

Change permissions of roles.

Assign roles to and remove roles from users (conditional).

Admin Access

Admin Access > Users to assign roles to users.

 
Manage Global User Groups

Open Administration from the Navigation bar.

Create, edit, and delete user groups.

Add and remove users from groups.

Admin Access  
General Setup

Open the System menu in Administration. 

Update General Setup of the instance. 

Enable or disable features in the instance.

Update the visual preferences, such as the company logo.

Enable or disable the use of avatars in user profiles. 

 

Admin Access  

 

Process Tracker Permissions

Permissions Let Users Prerequisite Permissions General Setup
Access Process Tracker

Open Processes from the Navigation bar.

View processes and the pending and completed tasks assigned to others and assigned to self.

  Purchase Workflow
Complete Tasks Assigned to Self

Mark their own tasks complete. 

 

Access Process Tracker  
Complete Any Task Mark anyone's tasks complete. Complete Tasks Assigned to Self  
Manage Tasks

Create, edit, and assign tasks within a process to anyone. 

Complete Any Task  
Manage Processes Create and edit processes for tasks. Manage Tasks  

Import and Export Permissions

Permissions Lets Users Prerequisite Permissions General Setup 
Import Capabilities

Open Integration from the Navigation menu.

Import data to levels they can access and any sheet assigned to them.

Restricted by version access.

   

Import To All Levels

Import data to all levels, regardless of level access. 

See and edit previously defined mappings.

See the Import mapping table.

See actuals import history.

Not restricted by level access.

Import Capabilities  
Erase Actuals

Delete data from any actuals version. 

Not restricted by level access.

Import to All Levels

 

 
Export Capabilities

See and start Integration from the Navigation menu.

Export data to a .csv file.

Restricted by level access. 

   

Other

Permissions Lets Users Permission Prerequisites General Setup
Access Consolidation

Open Consolidation  from the Navigation menu.

Create and submit journal entries.

View intercompany elimination rules.

 

 

Purchase and enable Consolidation in your instance.
Access Salary Detail

See salary data (in sheets, reports, and accounts) that are otherwise hidden.

Open and enter data in modeled sheets with the Salary Level Detail setting.

See and edit the values on splits of GL and custom accounts with the Salary Level Detail Settings.

Edit salary detail settings for modeled sheets.

To see sheets, the user also needs Sheet Access.

To see reports, the user also needs Report Access. 

To edit salary detail settings, the user also needs Model Management Access > Model includes: sheets, accounts, dimensions, and formulas

 

Privileged Actuals Access

Select any actuals versions from the version selector in Sheets.

Edit data in actuals version sheets.

Sheet Access  
Access Transactions: Drill from sheets, reports, and cell explorer to view imported transaction data.

To see sheets, the user also needs Sheet Access.

To see reports, the user also needs Report Access. 

Purchase the Transaction module.
See Who is Online:

See how many users are currently logged in to the instance and who they are.  


 
 

NetSuite Setup

 

Configure the initial NetSuite Basic connection to link an Adaptive Planning instance to a NetSuite account in Administration.    Purchase Netsuite Basic.

Drill Into NetSuite Imported Numbers

Drill into numbers imported from NetSuite.

Sheet Access

 
Export Budgets To NetSuite Export data directly into the NetSuite budget module.  Requires Export Capabilities permission.  Export Capabilities Purchase Netsuite Basic.
Approve Levels

Open Workflow from the navigation bar.

Approve or reject levels and sheets in Workflow. 

Restricted by level access.

 

Purchase and enable Workflow for your instance. 
SAML Manage SAML single sign-on settings.   Purchase SAML option.
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