Unified Access Management (UAM)

By centrally managing security groups in Workday, administrators can automate:

Permission set assignment.
User access to reports, dashboards, modeling, and other application areas.

You can manage permissions and access for synced Adaptive Planning users from Workday.

When users are assigned to synced Workday security groups, we now include those groups when we send notifications in these areas:

Processes.
Reports.

You can now view and select these groups when you:

Assign process tasks.
Send notifications to process assignees.

Verify these prerequisites:

User sync is enabled.
Workday security domains:
Unified Security Administration
(Modify)
Set Up: Adaptive Planning Group Sync
(Modify)
Adaptive Planning permissions:
Admin Access
>
Users
Admin Access
>
Permission Sets

Complete these steps in Workday:

Run the
Migrate Adaptive Planning Permission Sets and Assignments
task.
Run the
User Permission Comparison Report
to verify that permission set assignments match between Adaptive Planning and Workday.
(Optional) Adjust any discrepancies in user permissions either in Workday or Adaptive Planning.
(Optional) If you’re using ISU user:
Create an ISU user group and add the ISU user to this group.
Add the ISU user group to the
Maintain UAM User Integration
task.
Run the
Activate UAM Integration with Adaptive Planning
task.
Run the
Subscribe User Groups to Adaptive Planning
task and add security groups that you want to sync to Adaptive Planning.
(Optional) If you want to sync UAM data to Adaptive Planning in real time, run the
Notify Authorization Policy Changes to Adaptive Planning
task.

After you complete these configuration steps, user permissions will be managed from Workday and security groups will be synced to Adaptive Planning. You can then use synced Workday security groups in Adaptive Planning.

After implementing UAM, you can disable these APIs:

permissionSets
groups

You'll see no changes in Adaptive Planning. You’ll continue to manage permission sets, assignments, and user groups in Adaptive Planning.

We update the Changes field to document that the notifications and processes features are now in Production.

Preview Date: 2024-11-08. Production Date: 2025-03-15.

We update the Changes field to document the ability to include synced Workday security groups in processes.

Preview Date: 2024-11-08. Production Date: 2024-12-13.

We update the Changes field to document the ability to include synced Workday security groups in Adaptive Planning notifications.

Preview Date: 2024-11-08. Production Date: 2024-12-13.