Steps: Set Up Proxy User Access to Adaptive Planning

Set up SAML SSO and user sync with Adaptive Planning.

Sync the proxy user who will sign in on behalf of other users with Adaptive Planning.

Security: Security Configuration
domain in the System functional area.

With proxy user access, administrators can:

Test user access and user sync functionality such as:

Notifications

Publish Plans

OfficeConnect

Public APIs

Enable customers to go live on a successfully tested implementation.

Create a user-based security group and assign members.

The members of this security group can proxy into Adaptive Planning. They can test the access on behalf of the security group members that the Access Adaptive Planning domain secures.

See Create User-Based Security Groups.

Create a Proxy access policy and specify:

The non-Production Workday environment to which the proxy access policy applies.

The security group that can proxy into Adaptive Planning.

The security group on whose behalf users can act when they sign in to Adaptive Planning.

See Example: Create a Proxy Access Policy.

As a security group member who can proxy, sign in to a non-production Workday Adaptive Planning environment.

Start a proxy session by accessing the

Start Proxy

task and specify the user on whose behalf you want to act.

See Concept: Proxy Sessions.

On the Welcome, On behalf of <proxied user>
page, select the

Adaptive Planning

worklet.

The Welcome to Workday Adaptive Planning page displays.

On behalf of the proxied user, test and verify their access to Adaptive Planning and user sync functionality.

When done, sign out from Adaptive Planning.

Stop the proxy session by accessing the

Stop Proxy

task.

Proxy access validates the Adaptive Planning implementation for the user. The audit logs record the sign-in details of the proxy user. Use the exportSecurityAudit API to retrieve this information.

Policy Name: Workday Proxy Access policy

Groups That Can Proxy: Adaptive Planning Proxy Users

On Behalf Of: Adaptive Planners