Reference: Available Permissions
Check out Concept: Roles and Permissions for overview information and Steps: Create, Edit, and Delete Roles for step-by-step instructions. Some permissions expose data or secured dimensions protected by access rules. See Transition to Access Rules for details.
Sheet Permissions
Permissions | Lets Users | Prerequisite Permissions | General Setup |
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Access Sheets |
Open Sheets from the Navigation bar. View level-assigned sheets. |
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Editable Sheet Access | Enter and edit data on level-assigned sheets 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 |
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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. |
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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
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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 can delete a report authored by another user. |
Access Reports
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Manage Shared Report Folders | Rename, delete and create Shared Report folders. All users with report access see these changes. | Access Reports | |
Send Notifications |
Send notifications to other users for shared reports of any type. 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 Planning 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. |
Dashboards Permissions
Permissions | Lets Users | Prerequisite Permissions | General Setup |
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Access Dashboards |
Open Dashboards from the Navigation menu. For both Dashboards and Discovery Classic:
For Dashboards only:
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Request Dashboards
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Discovery Classic: Edit Company Dashboards |
Create and edit charts on the company dashboard, where all charts are visible to all users of Discovery Classic. |
Access Dashboards | Discovery Classic Only |
Discovery Classic: Edit Personal Dashboards |
Create their own charts on their personal dashboards in Discovery Classic |
Access Dashboards | Discovery Classic Only |
Discovery Classic: Use Analysis Tools | Use advanced analysis tools in Discovery Classic. | Access Dashboards | Discovery Classic Only |
Integration Permissions
Permission | Lets Users | Prerequisite Permissions | General Setup |
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Integration Operator |
Open Integration from the Navigation menu. Execute saved Integration tasks. See the Execution History. |
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Data Designer Not restricted by access rules or level ownership |
Set up data sources, loaders, tasks and user permissions for Integration. Run APIs that load data to all levels, accounts, and dimensions.
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Integration Operator | |
Integration Developer Not restricted by access rules or level ownership |
Use JavaScript to define the behavior for each of the standard data source actions (test connection, import structure, import data, and preview data). View all accounts, levels, and dimensions in the staging tables.
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Data Designer |
Modeling Permissions
Permissions | Lets Users | Prerequisite Permissions | General Setup |
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Model Management Access Not restricted by access rules or owned levels
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You must select additional Model Access permissions to give the user access to Modeling. |
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Model includes: sheets, accounts, dimensions, and formulas
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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. View all dimensions and accounts. Create dashboard metrics. |
Model Management Access (Optional) Integration Operator > Data Designer to view all parts of the model in Integration in the data designer
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Organization Structure Restricted by owned levels with the Owned Levels Only option. |
Open the Levels menu in Modeling. Create, edit, and delete levels. Assign level owners.
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Model Management Access
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Version
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Open the Versions menu in Modeling. Create, edit, delete, and hide versions. |
Model Management Access |
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Time
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Open the Time menu in Modeling. Create locales, add and edit labels and extend the defined calendar for an instance.
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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 Dashboards CPM. |
Transactions
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Open Transactions from the Others menu in Modeling. Define the columns and fields of transactions. |
Model Management Access |
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Announcements |
Open Announcements Pages from the Others menu in Modeling. Create, edit, delete and share announcements with other users. |
Model Management Access Access Reports |
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Assumptions
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Open Assumptions from the Accounts menu in Modeling. Create, edit, and delete assumption accounts. |
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Structure Import
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Import level, account, attributes, and dimension structures from Modeling menus. |
Model Management Access Model includes: sheets, accounts, dimensions, and formulas |
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Allocation Rules
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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
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Consolidation
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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. |
Publish Financial Plan into Workday Not restricted by owned levels |
Publish financial plan versions to Workday as drafts. | Model Management Access | Adaptive Planning must be set up for Workday. See Using Adaptive Planning with Workday. |
Publish Headcount Plan into Workday Not restricted by owned levels |
Publish headcount plan versions to Workday as drafts. | Model Management Access | Adaptive Planning must be set up for Workday. See Using Adaptive Planning with Workday. |
Publish Workforce Action Plan into Workday Not restricted by owned levels |
Publish workforce action plan versions to workday as drafts. | Model Management Access | Adaptive Planning must be set up for Workday. See Using Adaptive Planning with Workday. |
View All Publish Histories for Enabled Plan Types Not Restricted by owned levels |
View the publish histories for plans published by any user. Used for auditing purposes. | Model Management Access and at least one of the Publish plan type permissions. | Adaptive Planning must be set up for Workday. See Using Adaptive Planning with Workday |
Administration Permissions
Permissions | Lets Users | Prerequisite Permissions | General Setup |
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Admin Access Not restricted by access rules or level ownership |
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 owned levels to users (conditional). Assign roles to users (conditional). Create access rules. |
Admin Access (Optional) Model Management Access > Organization Structure to assign levels to users (Optional) Admin Access > Roles to assign roles to users |
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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 (Optional) Admin Access > Users to assign roles to users. |
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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.
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Admin Access |
Process Tracker Permissions
Permissions | Let Users | Prerequisite Permissions | General Setup |
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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 or incomplete. |
Access Process Tracker | |
Complete Any Task |
Mark anyone's tasks complete:
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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 |
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Import Capabilities
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Open Integration from the Navigation menu. Import data to levels they can access and any sheet assigned to them. Importing to workflow statuses that are locked or approved results in an error. |
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Import To All Locations Not restricted by access rules or level ownership
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Import data to all levels, accounts, and dimensions. See and edit previously defined mappings. See the Import mapping table. See actuals import history. Import data into workflow statuses that are locked or approved without encountering any errors. |
Import Capabilities | |
Erase Actuals Not restricted by access rules or level ownership |
Delete all data from any actuals version. |
Import to All Levels
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Export Capabilities |
See and start Integration from the Navigation menu. Export data to a .csv file. |
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Refresh Linked Levels Not restricted by access rules. Conditionally restricted by level ownership. |
Refresh linked levels on sheets (conditional). Refresh linked levels through Modeling > Levels (conditional). |
Access Sheets to refresh from the sheet. (Optional) Model Management > Organization Structure > All levels to refresh all levels from Modeling area. (Optional) Model Management > Organization Structure > Owned levels only to refresh only owned levels from Modeling area.
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Multi-Instances only |
Other
Permissions | Lets Users | Permission Prerequisites | General Setup |
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Access Consolidation Not restricted by access rules Restricted by level ownership |
Open Consolidation from the Navigation menu. Create and submit journal entries for owned levels. View intercompany elimination rules. View all accounts at owned levels. |
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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 detail setting. See and edit the values on splits of GL and custom accounts with the salary detail settings. Edit salary detail settings for modeled sheets. |
(Optional) To see sheets, the user also needs Sheet Access. (Optional) To see reports, the user also needs Report Access. (Optional) To edit salary detail settings, the user also needs Model Management Access > Model includes: sheets, accounts, dimensions, and formulas |
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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. |
System Audit Access Not restricted by access rules or owned levels |
Build pattern and transaction reports (conditional). Build and run audit trail reports (conditional). Search cell notes (conditional). |
Access Reports to build pattern and transaction reports. Access Sheets to run audit trail reports and search cell notes. |
Enable Access Rules |
See Who is Online: |
See how many users are currently logged in to the instance and who they are. |
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NetSuite Setup
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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 |
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Export Budgets To NetSuite | Export data directly into the NetSuite budget module. Requires Export Capabilities permission. | Export Capabilities | Purchase Netsuite Basic. |
Approve Levels Restricted by level ownership |
Open Workflow from the navigation bar. Approve or reject levels and sheets in Workflow. |
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Purchase and enable Workflow for your instance. |
SAML | Manage SAML single sign-on settings. | Purchase SAML option. |