altus alliance 2016 - role centers to improve efficiency
TRANSCRIPT
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ALTUS ALLIANCE 2016Using Role Centers to Improve Efficiency
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Your Presenter
Rhett Williams CPA, CA.• Master Finance Consultant • Joined Altus 2009
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Objectives• Gain a deeper understanding of the concept of Role
Centers
• Learn how to use the functionality to improve efficiency, user experience and security
• Provide some tips and tricks to customizing the Role Center
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What and Why• Initial point where user accesses the system
• Match the role a user plays in the organization
• Specific to single or group of users
• Removes options that user does not need
• Adds efficiency enhancing features
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Role Centers vs. Permission Sets• Role Centers• Navigation• Manages what the user sees• End User can personalize role
• Permission Sets• Access• Controls what the user can do• Cannot be modified by End User
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Components • Navigation Pane• Action Ribbon• Activities• My Data • Outlook• Charts
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Managing Role Centers• Profiles • User customizing• Adding to elements from Departments menu• Where programming may be required • Configuration mode
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Questions & Answers
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ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.
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ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.
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ALTUS ALLIANCE 2016Submit your evaluations to win!
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Thanks for coming!@altusdynamics
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