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

ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.

ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.

ALTUS ALLIANCE 2016Submit your evaluations to win!

Thanks for coming!@altusdynamics

altusdynamics.comlinkedin.com/company/altus-dynamics