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Adaptive Insights
Knowledge and Support - Adaptive Insights

Editing Your Personal Information

Use My Profile to change your personal information, change your password, or set personal preferences.

My Profile

Update Personal Information

To add or update personal information:

  1. Select Settings from the User menu
  2. Provide basic profile information as desired: 
  • Name is required. Position is optional. 

  • Select the Home Page that appears when you first login. 

  • Set your preferred Time zone. The audit trail uses this setting to track when changes occur and notify you about planned outages. 

  • Use the Country field (and, if applicable, the State field) to indicate your country of residence. This can help Adaptive Insights schedule system maintenance.

  • If you have access to multiple connected instances, set your default instance.  Adaptive Planning allows multiple instances of its hosted system, so users can switch between them. 

  • If avatars are enabled, you can change the default avatar (your initials) and upload an image file. An avatar is a graphical representation that helps other users quickly identify you.  Select the Choose File option and browse to upload a new PNG or JPG image. 

3. Click Save

Change Your Password

To change your password:

  1. Select Settings from the User menu
  2. Enter your existing password.
  3. Enter and verify a new password. 
  4. Save your changes. 

Set Notifications

You can subscribe or unsubscribe to the various types of email communications from Adaptive Insights

  1. Select Settings from the User menu
  2. Select the types of email messages you'd like to receive, or choose I do not wish to receive email
  3. Save your changes.

Manage Personal Email Groups

When you send reports, rather than selecting each email recipient individually, you can create and manage groups of users to make sending reports more efficient. For example, if you send a weekly Sales report to the head of sales and to the executive staff, you can create a group called Sales Report that includes everyone who should receive the report. 

To create a personal email group:

  1. Select Settings from the User menu
  2. Select Personal Email Groups > New Group.
  3. Enter a Name for the group.
  4. Use one or more of the following tabs to select users to include in the new group. Use Shift+Click or Ctrl+Click to select more than one item at a time. 
  • Available Groups: A list of global user groups that already exist in Adaptive Planning
  • Available Users: A list of all users in your model.
  • Available Levels: This tab shows the organization structure for your model. Select a level to include all the users with access to that level.

5. After you select groups, users, or levels, click the right arrows (>>) to include them in Selected Recipients

6. When you've finished adding users to the group, click OK.

To edit an existing group, click the pencil icon.  To delete a group, click the X icon. 

 
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