Product Tip Tuesday: 3 Best Practices to Adding New Adaptive Users

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The more active Adaptive users within your company, the more value you’ll ultimately derive out of your Adaptive model. The goal is to get as many business users into Adaptive as possible, so that more people across the organization are collaborating on key business metrics, sharing information, and focusing more time on the most revenue-generating business projects.

As you find new, motivated users within the company, it’s critical to give them quick and proper access to financial plans, budgets, and reports. You risk killing any enthusiasm for participating in the financial process if you make people wait several days or weeks before giving them access. On the other hand, you don’t want to rush the process and give users improper access to data they shouldn’t be able to view or edit.

So today we cover three preliminary steps to take as you expand use of the Adaptive Suite throughout your organization.

The actual process for adding users is quick and straightforward. Simply hover over the “Navigation” icon, click “Admin,” and then “Add User.” Fill out basic new user information like name, login credentials, role, and  level access, hit “Save” and you’re done.

Just remember the following three guidelines before speeding through the process above.

  1. Evaluate user settings before giving access

Remember that access to Adaptive is dependent on role and level, and your model comes with several default role and permission settings. It’s best practice to log in as a sample user to make sure the settings are what you expect them to be before giving any new access.

 2. Customize settings as needed

If you started by using Adaptive’s default role and permission settings, make sure you regularly evaluate and configure these settings as needed. Even if the default settings are initially appropriate, structural changes within your organization may call for customized roles and permissions at some point. When adding a new user, make sure you have a role and permission setting that fits their requirements.

 3. Login as the new user

Once you’ve added a new user with the appropriate role and permission settings, log in yourself as that new user. You’ll be able to see their view and editing capabilities within Adaptive so that you can easily double-check their privileges. If anything is improperly set, you can log back in as an Adaptive Admin and make the necessary changes.

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