Workday Adaptive Planning’s User Access Calculator is a powerful tool that allows administrators to manage and monitor user access within the platform efficiently. In this post, we will walk you through the step-by-step process of using the User Access Calculator to check someone’s access, ensuring that your organization’s financial planning environment remains secure and tailored to individual roles.
Step 1: Accessing the User Access Calculator
To begin, log in to your Workday Adaptive Planning account with administrator credentials. Once logged in, navigate to the administration in the global navigation menu, where you’ll find the User Access Calculator option. Click on it to open the tool.
Step 2: Selecting the User
Once inside the User Access Calculator, you’ll see a user-friendly interface with options to input user details. Start by selecting the specific user whose access you want to check. You can usually search for users by name or username to locate the individual in question.
Step 3: Reviewing Role-Based Access
Workday Adaptive Planning operates on a role-based access control system. The User Access Calculator provides a summary of the roles assigned to the selected user. Review the roles to understand the level of access the user has within the platform. Ensure that the roles align with the user’s responsibilities and the organization’s security policies.
Step 4: Exploring Module and Sheet Access
Beyond roles, the User Access Calculator allows you to delve deeper into module and sheet access for the selected user. You can select the level, account, version, and dimension values that you wish to check for access. By selecting the single coordinate option, the calculator calculates access across the specific intersections you have selected.
Alternatively, you can calculate a user’s access across an entire dimension (level, account, version, etc.) by selecting the single dimension option and choosing an option from the dropdown.
Navigate to the relevant sections to view a detailed breakdown of the modules and sheets accessible to the user. This step is crucial for fine-tuning access permissions based on specific business requirements.
Step 5: Analyzing Permissions
The User Access Calculator provides insights into individual permissions associated with modules and sheets. Analyze these permissions to ensure that the user has the necessary rights to perform their tasks. “Write” access refers to complete edit access while “Read” access refers to limited access. If adjustments are needed, administrators can use this information to modify permissions accordingly.
Effectively using the User Access Calculator in Workday Adaptive Planning involves a systematic approach to review and adjust user access. By following these step-by-step instructions, administrators can ensure that access aligns with organizational needs, roles, and responsibilities, ultimately creating a secure and streamlined financial planning environment for the entire team. Regular reviews and documentation will further enhance the overall management of user access within the platform.
Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.
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