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Workday Adaptive Planning Knowledge Center

User Fields

Describes all the fields on the User profile in Administration.

 For step-by-step instructions:

Users synchronized from Workday can only edit their details from within Workday. 

Fields and Descriptions

Field  Description Available to Admins Only
Name (Required) Enter the full name of the user. This appears on the All User list under Name. No
Position Enter the user's title or position. No
Username

(Required) Create a username. 

Best Practice: Use the corporate email address of the user for easy recall and easy contact.

Do not use a hyphen or minus sign (-) as the first character.

Yes
Email

Use this option if the username is not an email address. 

If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address. 

No
Use username as email

Use this option if the username is an email address.

If you want to email the user from the All User page or add the user to a User Group, you must link the profile to an email address. 

No
Home page

Select the page you want the user to see when they first log in. The user can change this value from their profile settings. 

If Dashboards is turned on for the instance, you can set Dashboards as a home page for a user. Also, you can select a specific perspective or dashboard as the landing page. The perspective must be a shared perspective.

If you select only a perspective and leave the Dashboard field blank, the user home page shows the first dashboard in that perspective.

If the user doesn't have access to the specific  dashboard or perspective that you select, they land on the Dashboards overview page.

No
Time zone, Country, and State Enter location information about the user.  Time stamps use the  time zone selected here for the user.  No
Instance Access

Select all instances the user can access.  You only select instances that  roll up to the one you're in.  As a best practice, log in to your top "parent" instance to see all the instances below it.

This field appears for multi-instances only. 

Yes
Default Instance

The default instance is the instance the user accesses upon login. 

This field appears for multi-instances only.

No
Role

Use the dropdown to select the Role you want to assign to the user.

This field is not required to save the profile, but it is required for the user to be able to log in to Adaptive Planning.

You need Admin Access > Roles to see this field.

Yes
Owned Levels

Select the levels the user can access. If you select a level with child levels, the user can access the level and all its child levels.

Without access rules, this field is required for the user to be able to access data in Adaptive Planning

If you have access rules, see Assign Owners to Levels to understand what changes about owned levels.

Yes
Password and Re-enter password

(Required) Enter the same password in both fields to update the users password. Password requirements are set in Administration > Setup

If you use SSO, this isn't the password your users will use.

No
Failed Attempts

Indicates how many the times the user tried to login with an incorrect password.

This field is visible only if you have Allowed Failed Attempts defined in the General Setup.

Yes
State

Select unlocked from the dropdown to let the user login again.

This dropdown only appears when a user has locked themselves out. 

This field only appears if you have Allowed Failed Attempts defined in the General Setup.

Yes
Salesforce User Name 

Enter the user's Salesforce login ID.

This field only appears for Salesforce SSO instances.

Yes
NetSuite Login Email

Enter the user's NetSuite login ID.

This field only appears if NetSuite SSO is enabled in General Setup.

Yes
SAML Login ID

Enter the user's SAML identification.

This field only appears if  the SAML option is enabled.

Yes
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