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Adaptive Insights LLC.

Available Permissions

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

Contains preview content for the upcoming 2019.3 release.

Check out Roles and Permissions for overview information and Create and Edit 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 
Access Sheets

Open Sheets from the Navigation bar.

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

View level-assigned sheets. 

   
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
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  
Share 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 Insights data. 

Access Reports

Purchase and enable OfficeConnect in Administration > Setup. 

 

Dashboards Permissions

Permissions Lets Users Prerequisite Permissions General Setup
Access Dashboards

Open Dashboards from the Navigation menu.

For both Dashboards and Discovery Classic:

  • View charts and analyze chart data.
  • Download charts as an image to personal machine.

For Dashboards only:

  • Create perspectives and charts and share with others.
  • View and duplicate others' shared dashboards.

 

Request Dashboards

 

 

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 
Integration Operator

Open Integration from the Navigation menu.

Execute saved Integration tasks.

See the Execution History.

   

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. 

 

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. 

 

Data Designer  

Publish to Plan

Permission Lets Users Prerequisite Permissions General Setup 
Publish to Plan

Access the main navigation Publish to Plan link

  Requires Workday Power of One set up by Provisioning.

Financial Plans

Not restricted by access rules  or owned levels

Publish plan versions to Workday Financials as a draft. 

 

Publish to Plan  

Modeling Permissions

Permissions Lets Users Prerequisite Permissions General Setup 

Model Management Access

Not restricted by access rules  or owned levels

 

 

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.

View all dimensions and accounts.

Model Management Access

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

 

 

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 (conditional).

  • All Levels: Not restricted by owned levels.
  • Owned Levels Only: Restricted by the levels they own. 

Model Management Access

Admin Access > Users to assign owned level (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 Dashboards 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

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

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.

 

   

Import To All Levels

Not restricted by access rules or level ownership

Import data to all levels, accounts, and dimensions.

See and edit previously defined mappings.

See the Import mapping table.

See actuals import history.

Import Capabilities  

Erase Actuals

Not restricted by access rules or level ownership

Delete all data from any actuals version. 

Import to All Levels

 

 
Export Capabilities

See and start Integration from the Navigation menu.

Export data to a .csv file.

   

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.

Model Management > Organization Structure > All levels to refresh all levels from Modeling area.

Model Management > Organization Structure > Owned levels only to refresh only owned levels from Modeling area. 

 

 

Multi-Instances only

Other

Permissions Lets Users Permission Prerequisites General Setup

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.

 

 

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.

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.  


 
 

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

Restricted by level ownership

Open Workflow from the navigation bar.

Approve or reject levels and sheets in Workflow. 

 

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