跳至主要内容
文档
文档
Adaptive Planning
Create Users

Create Users

  • Before creating users, first create permission sets or familiarize yourself with the permissions for each permission set in your instance. See Reference: Available Permissions.
  • Security:
    • Admin Access >Users
       permission.
    • Model Management Access > Organization Structure
       permission.
    • Admin Access > Permission Sets
       permission.
When you create a user, you're filling one of the available seats that your company purchased with your license agreement. When you delete a user, the seat becomes available again for future new users.
You must assign every user a permission set. Without a permission set, the user can't sign in. The permissions define the type of seat the users have and also what they can do in the instance. Example: Can they access sheets, or modeling, or both?
Associate each user with a valid email address so that they can:
  • Reset their passwords using the
    Forgot your password
     link on the sign-in page.
  • Submit support requests and receive responses.
  • Email reports within Adaptive Planning.
Any user can update their own profile and change their password. See Change Your Adaptive Planning Profile, Home Page, and Email Groups.
If you use access rules, you must assign the user an access rule, or add the user to a group that already has access rules defined for it. Otherwise, the user can't access any data in Adaptive Planning. See Concept: Access Rules.
If you synchronize users from Workday, you must manage users within Workday. In Adaptive Planning, you can only edit permission sets and owned levels for synchronized users. All other user details become read-only. If an admin begins editing a user profile before user synchronization begins and doesn't log out, that user profile remains editable until the admin logs out. See Steps: Set Up SAML SSO into Adaptive Planning for Synced Users .
If you have set up Unified Access Management (UAM), then you can manage permissions assignment from Workday. With UAM, we disable the capability to assign permissions to users in Adaptive Planning. Also, with UAM, the permissionSets APIs become irrelevant. See Steps: Set Up Unified Access Management (UAM) and Concept: Unified Access Management (UAM).
  1. Select
    Administration
     from the main menu.
  2. Select
    Users
     from the
    Users and Permissions
     menu.
  3. Click
    Add New
    .
  4. Complete the details for the new user. As you complete this task, consider:
    选项 描述
    Username
    Either provide an alternate email address or set the username as email for the user.
    Permission Set
    Assign the user a permission set to give the user access to Adaptive Planning and activate their credentials.
    Owned Levels
    Enter the level name in the search field or expand and collapse the level list. Select the check boxes next to any level that you want the user to be able to see in Adaptive Planning:
    • Select collapsed levels to include all the sub-levels within it.
    • Expand collapsed levels to be more precise in your selection.
    If you select a level with child levels, the user can access the level and all its child levels.
  5. Click
    Save
    .
After creating users, you can manage them from the
Users
 list page. Use the
Actions
menu (displays as three vertical dots) to edit, email, or delete users.