When you invite a user to the OnPlan platform, you need to provide access to start collaborating together.
You can add user access at different levels:
Adding access to models
Adding access to scenarios
Adding access to sheets
Adding access to all
Adding user access to models
In OnPlan, you can provide the user access to either a single or multiple models. Once you give the user access to certain models, you can restrict the user who does not need to see all of the models.
To add user access to models, in the Manage Permissions of the Settings menu, select the + Add Model Access button in the Models column of the desired user. Select the checkboxes of the models that you want to grant access to, and click Add.
You can see, the user access of the selected models in the Models column.
Adding user access to scenarios
You can add user access to scenarios for reference. You can add multiple scenarios available in the model to which he has access.
To add access to scenarios, select the "+" button in the Scenario column of the desired user. A Choose Scenario dialog box will pop up. Select the checkboxes of the scenarios that you wish to add access to, and click Add.
You can see, the user access of the selected scenarios in the Scenarios column.
Adding user access to sheets
Adding the sheet access allows the users to collaborate in the workflow. Once you provide the access to sheets, the users can edit the sheets to which they have access.
To add user access to sheets, select the "+" button in the Sheets column of the desired user. A Choose Sheet dialog box will pop up. Select the checkboxes of the sheets that you wish to add access to, and click Give Access.
You can see, the user access of the selected sheets in the Sheets column.
Adding access to all
If you are adding the same user to many models in the company, you can consider giving access to all the models, scenarios, and sheets, rather than selecting one by one.
To give access to all, in the Model Collaborators column, select the green colored Give Access to All button below the name of the user. Give Access to All button below the name of the user, in the Model Collaborators column. A dialog box is displayed, select Add.
A confirmation message is displayed.
To remove the access given for any model, scenario, or sheet, just select the X to the right side of each access that you wish to remove.Did this answer your question?