Reference: Add User Fields
For step-by-step instructions:
- For admins, see Create Users.
- For users, see Change Your Profile, Home Page, and Email Groups.
Users synchronized from Workday can only edit their details from within Workday.
Field | Description | Available to Admins Only |
|---|---|---|
Name
| The full name of the user. This name displays on the Users list page under Name. | No |
Position
| The user title or position. | No |
Time zone, Country, and State
| The location information about the user. Time stamps use the time zone selected here for the user. | No |
Owned Levels
| The levels the user can access. If you select a level with child levels, the user can access the parent level and all its child levels. Without access rules, this field is required for the user to be able to access data in Adaptive Planning. When users own a level, they own all the sub-levels below it too. You can expand levels to be more precise. When a user owns a level, they can access the level data in sheets and reports. Owned levels function differently if you have access rules enabled. | Yes |
Username
| For username, use the corporate email address of the user for easy recall and easy contact. Do not use a hyphen or minus sign (-) as the first character. | Yes |
Use username as email
| Select this option if:
| No |
Email
| Different from username. You can specify an alternate email. To email the user from the Users list page or add the user to a user group, you must link the profile to an email address. | No |
SAML Federation ID
| The SAML identification for the user. This field only displays if the SAML option is enabled on the SAML SSO Settings page. | Yes |
New Password and Verify New password
| The user password for logging in to Adaptive Planning. Password requirements are set in Administration > General Setup .If SAML is enabled, your users won't use this password. | No |
Permission Set
| The permission set assigned to the user. This field is not required to save the profile, but it is required for the user to be able to sign in to Adaptive Planning. You need Admin Access > Permission Sets to see this field. | Yes |
Home page
| The application page that the user sees when they first log in. The user can change this value from their profile settings. If Dashboards is turned on for the instance, you can set Dashboards as a home page for a user. Also, you can select a specific perspective or dashboard as the landing page. The perspective must be a shared perspective. If you select only a perspective and leave the Dashboard field blank, the user home page shows the first dashboard in that perspective. If the user doesn't have access to the specific dashboard or perspective that you select, they land on the Dashboards overview page. | No |
Instant Access
| Select all instances the user can access. You only select instances that roll up to the one you're in. As a best practice, log in to your top "parent" instance to see all the instances below it. This field displays only for multi-instances. | Yes |
Default Instance
| The default instance that the user accesses upon login. This field displays only for multi-instances. | No |
Failed Attempts
| Indicates how many the times the user tried to login with an incorrect password. This field displays only if you have Allowed Failed Attempts defined in the General Setup page. | Yes |
State
| Displays to the right of Last Login and indicates:
Login State field displays only if you have set up your instance to lock out users after a specified number of failed attempts. | Yes |
Salesforce User Name
| The Salesforce login ID for the user. This field displays only for Salesforce SSO instances. | Yes |
NetSuite Login Email
| The NetSuite login ID for the user. This field displays only if NetSuite SSO is enabled in General Setup. | Yes |