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Adaptive Planning
Last Updated: 2023-06-23
Reference: Best Practices for Data Privacy in Integration

Reference: Best Practices for Data Privacy in Integration

This table provides recommendations for assigning permission based on user responsibilities. Assign permissions for Integration users in
Administration > Permission Sets
. See Concept: Permission Sets.
Best practice: For data privacy, administrators should only assign users the minimum permissions required for their position.
Integration Operator Permission
Data Designer Permission
Integration Developer Permission
What you can do
Run manual or scheduled tasks
Manage notifications
View the results in
Adaptive Planning
Can perform all the tasks of an Integration Operator
Define data sources, including their transforms and mappings
Create loaders
Create tasks
Can perform all the tasks of an Integration Operator and the Data Designer
Create Scripts using
Adaptive Planning
APIs to import data from a web-accessible system
Recommended Additional Permissions
Import to all locations
Erase Data
Admin access rights (Add and manage users, groups)
Access to Salary Details
Admin access rights (Add and manage users, groups)
Access to Salary Details
Your Position
Accountant, Finance Team member
Analyst
System Admin, IT, or Developers