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Adaptive Planning
Create Permission Sets

Create Permission Sets

Security:
Admin Access > Permission Sets
.
See:
A permission set defines user access to Adaptive Planning. Every user needs an assigned permission set to sign in.
When creating a permission set, the standard template displays with the most common permissions preselected for you.
  1. Click
    Administration
     from the main menu.
  2. Click
    Permission Sets
     from the Users and Permissions menu.
  3. Click
    New Permission Set
     and enter a permission set name.
  4. (Optional): You can select a different template: View Only, Contributor, AI Implementor, or Power User.
  5. Hover over each permission to see a tool-tip. Select or clear any permissions or use the default template as-is.
  6. Click
    Submit
    .
  7. Click the
    Assign
     link next to the permission set you just created.
  8. Select available users and move them to the selected users list for the permission set.
  9. Click
    Submit
    .