Audience: Administrators who manage the model.
Level access determines which user IDs have access to levels. To add or edit user access to a level, edit the user from the Administration menu, or update the level setting:
Before You Begin
How You Get There
From the nav menu, click Modeling. From the Levels and Dimension menu, choose Levels.
How Level Access Works
Level access trickles down the level hierarchy. Users with access to a parent level have access to its child levels and each child level's child and so on. Level access is the primary way that you can control data access in your Adaptive Insights instance.
If you don't have access to a level, you can't see the level in level-assigned, sheets, charts, reports, and APIs. You can still see the level, even without level access when:
- You have the Model Access > Model permission. You can edit the level settings from the level hierarchy, but you can't see the data associated with the levels in sheets and reports.
- Your user-assigned sheet includes the level. You can enter and edit the level's data.
- You edit modeled sheets with level columns and split the row. You can choose any level from the drop-down and add or edit data.
- You use formula assistant or cell explorer for accounts with a Public at all levels data privacy setting. You can choose levels you can't access in the level drop-down, reference that account from any level, and drill down and see the level's data.
- You have Integration > Data Designer permission. You can view the level in Integration.
- You're viewing a shared report with the level or a shared global report snapshot with the level.
View Level Access
You can view access on the level hierarchy or in the settings of each level. Use the examples to walk you through level access.
In the Hierarchy
To see user access to levels, look at the Level Access column in the hierarchy list:
- Total Company, has Admin listed in the Level Access column. This means that Admin can access all the levels.
- Admin and Accounting Mgr can access Company A.
- Admin, Accounting Mgr . and VP of Sales have access to Operations.
- United States has nothing listed. It inherits the level access of Operations and up (all three users listed).
- North Sales Manager only has access to Sales-North.
- The other sales departments inherit the level access from Operations and up.
In the Settings
Select a level from the level list (for example, Company A), and click on the Level Access scroll bar to activate.
- User IDs with gray text, like Admin, are read-only because they're inherited.
- IDs highlighted blue, like Accounting Mgr, are directly assigned to the level.
- IDs with black text do not have access to the level.
Set the Level Access for Levels
- Create or clone the level and click Save. You won't see the inherited access until you save. If you edit the Level Access setting before saving, you will lose your changes.
- Click on the Level Access scroll bar to activate. Do not click in the list or you might deselect current user IDs.
- To remove users IDs, Ctrl-click on User IDs highlighted blue.
- To add user IDs, Ctrl-click on User IDs with black text.
- Click Save.
Whatever IDs you add or remove are also added and removed from the level's children.
Create Partial Administrative Access
Partial administrative access gives you full admin permissions to a limited part of the model:
- Create a role with most if not all available permissions, if you haven't already. Name the role something relevant, such as Full Admin.
- Create the user profile if you haven't already.
- In the user settings:
- For Role, choose the admin role from the drop-down.
- For Level Access, click only some of the levels from the list.
Now the user has all the capabilities, but only within a set of levels. See Users, Roles, and Permissions.