Altus Alliance 2016 - Role Centers to Improve Efficiency
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Presentation by Rhett Williams on February 4th, 2016. View this presentation for a deeper understanding of how and when to use Role Centers effectively at your organization.
Altus Alliance 2016 - Role Centers to Improve Efficiency
- 1. ALTUS ALLIANCE 2016 Using Role Centers to Improve Efficiency
- 2. Your Presenter Rhett Williams CPA, CA. • Master Finance Consultant • Joined Altus 2009
- 3. 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
- 4. 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
- 5. 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
- 6. Components • Navigation Pane • Action Ribbon • Activities • My Data • Outlook • Charts
- 7. Managing Role Centers • Profiles • User customizing • Adding to elements from Departments menu • Where programming may be required • Configuration mode
- 9. ALTUS ALLIANCE 2016 Altus Ideas Thenewwayforyoutosubmitfeature requeststous.
- 10. ALTUS ALLIANCE 2016 Altus Advocates Membershiphasitrewards. Enrolltoday.
- 11. ALTUS ALLIANCE 2016 Submit your evaluations to win!