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Roles and Permissions Overview

Introduces roles, permissions, and the role templates you can use.

You assign roles to users to give them access to areas of Adaptive Insights. A role is a set of permissions that defines what a user can see and do in Adaptive Insights. For example, an Administrative role generally has all or most of the available permissions, which gives users with the Administrative role access to all or most areas of Adaptive Insights. A budgeter may only need to access sheets and nothing else. That role may only contain a few permissions.

You can assign one role to several users, but each user can have only one role. 

Every instance comes with predefined roles, depending on the license. Review these and update their permissions as needed, or create additional roles.

Roles Versus Access Controls

Role permissions control the actions users can take, and the areas in Adaptive Insights users can see or access: certain fields, sections, and services. For example, a user without Admin Access permission cannot see Administration in the navigation menu or gain access to the Administration screens. A user with Admin Access permission can see Administration in the navigation menu, but without User permissions, the user can't create and edit users. Without Roles permissions, the user can't edit and create roles.

Data access controls are not related to permissions. Access controls limit the data users can view. For example, you can choose the levels and versions that users see and don't see.

Level access is set up in the User Profile (see Create or Edit Users) or in Model > Levels (see Levels). Version access is set up when you create or edit versions

Role Templates

A role template pre-selects a set of permissions for you. The role templates are different for each instance, but generally include View Only and Full Seat, or View Only, Contributor, Adaptive Insights Implementer, and Power User.

To see the permissions included in each template, create a new role and click the template. The permissions pre-select based on the template. Remove and add permissions as you choose. See Available Permissions for comprehensive list of all permissions and what they do.

View Only Roles

The View Only template has limited permissions and is intended for users who should only have view access to data. It's is also a good place to start for creating a limited role or for building a role from the ground up. Remove or add permissions to the template to define your new role or leave it as is. 

Contributor Role

The Contributor template is meant for users who must enter and edit data in the model. The Contributor template doesn't include permissions that are best used for management, administrative, and modeling positions. In addition to a few other advanced permissions, the Contributor template doesn't include:

  • Integration Operator
  • Model Management Access
  • Admin Access

Full Seat and Power User Roles

The Full Seat and Power User templates have almost all the available permissions and are intended for administrative and management users. It's a great place to start if you're creating or editing an administrative role. Remove or add permissions to the template or leave as-is.

Permissions that are not selected in the Full Seat and Power User template: 

  • Integration Developer: allows the user to create data connectors using APIs.
  • Time: allows the user to update the calendar setup.
  • Structure Import: allows the user to import model structures, such as level, accounts, and so on. 

Adaptive Insights Implementer Role

The Adaptive Insights Implementer template is meant for users who implement the model but only need limited access for a limited time. This template is especially useful for:

  • Assigning to Workday SAML SSO users who don't have specific roles yet within Adaptive Insights.
  • Granting to third-party implementers who will hand the model off to the others who do have full Administrator rights.

Permissions that are not selected in the Adaptive Insights Implementer template:

  • Integration Developer: allows the user to create data connectors using APIs.
  • Export Capabilities: allows the user to export.
  • Approve Levels: allows the user to approve levels within Workflow.
  • Process Tracker: allows the user to access and manage the Process Tracker.

What's Next 

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