ALTUS ALLIANCE 2016Using Role Centers to Improve Efficiency
Your Presenter
Rhett Williams CPA, CA.• Master Finance Consultant • Joined Altus 2009
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
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
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
Components • Navigation Pane• Action Ribbon• Activities• My Data • Outlook• Charts
Managing Role Centers• Profiles • User customizing• Adding to elements from Departments menu• Where programming may be required • Configuration mode
Questions & Answers
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Thanks for coming!@altusdynamics
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