altus alliance 2016 - role centers to improve efficiency

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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