Add New User allows System Administrators to create user profiles for new system users. Permission Sets allow System Administrators to manage which user groups can access and edit both sheets and reports. Permissions can be set for Budget Planners, System Administrators, and View Only users.

 

Adding New Users

Add New User is an Adaptive Planning administrative process which allows System Administrators to add new users to the system and grant them access to existing Permission Sets. To add a new user:

1. Navigate to the Main Menu and select Administration.
2. Select Users under the Users and Permissions section.
    
3. Navigate to the bottom of the screen and select New User.
4. Enter the name of the user in the Name section of User Details.
5. Enter the desired username for the user in the Username section of User Details.
   1. Note: If you would like to use the user’s email address as their username, enter their email address for their username and select Use username as email. Otherwise, leave this option unselected and enter the user’s email address under the Email section of User Details.
6. In the Permission Sets section of User Details on the right side of the page, select the new user’s appropriate Permission Set from the drop-down menu.
7. Select the user’s appropriate Level in the Owned Levels section of User Details.
8. Set the user’s password in the Password State section at the bottom of the screen (the user can change this later if they desire). You will have to re-enter the password.
9. Select Submit on the bottom of the screen.
    

Edit Access Rules

Importing Access Rules is a necessary second step to setting up new users in Adaptive Planning. After completing the steps above to Add New Users, you must set up access rules for these users by importing rules from the Access Rules Template. To do this, follow these steps:

1. Navigate to the Main Menu and select Administration.
2. Select Access Rules under the Users and Permissions section.
    
3. Select Import from the options in the blue toolbar at the top of the page.
4. Select the Download Template blue hyperlink in the bottom-right corner of the import popup.
5. Open the downloaded Excel template file and follow the Access Rules Instructions (also listed below) in the file to add a new user in the Import sheet
   1. For each access rule, enter a Username or Group name and an Access Type.
   2. Each dimension has a Grant and Grant All Except column. For each group or user, list either the grants or exceptions for the dimensions. Don't list values in both.
   3. Add a separate row for each value you list.
      1. Note: Access rules can be added on an individual basis rather than populating access rules for a new user on a master template of existing users.
6. Save the newly populated template and upload it by dragging it into the upload pane or selecting an area within the upload pane to open and select local files from your computer.
    
7. Select the submit button.

 

Modifying Permission Sets

To Access permission sets:

1. Navigate to the Main Menu and select Administration.
2. Select Permission Sets under the Users and Permissions section.

System Administrators have the ability to Edit, Delete, or Assign permission sets. Select Edit to view or modify Sheets and Reports permissions for a particular permission set as seen below.

 

Assign enables System Administrators to add users to a particular permission set. To add a new user:

1. Select the user from the list of Available Users
2. Select the right arrow

To remove a user from the permission set:

3. Select the user from the list of Selected Users
4. Select the left arrow