8. Security Structure

Question 1

Security in Adaptive Planning is primarily based on two components:
1. The permission set assigned to a user (so they can sign in), and
2. The access rules assigned to the user (so they can view and edit data.)

True or false?

Answer 1

True

Question 2

The permission set determines the ___ that the user can perform within the model, and the access rules determine what ___ the user can view or edit.

Answer 2

Tasks, data

Question 3

Every Adaptive Planning user must be:

1. Assigned to a permission set.
2. Assigned owned levels.
3. Assigned access rules to view or edit data.
4. Given read access.

Answer 3

1. Assigned to a permission set.
2. Assigned owned levels.
3. Assigned access rules to view or edit data.

Question 4

Adaptive Planning has predefined permission set templates that you can use (or delete) when creating new permission sets which include…

1. Finance Planner
2. View Only
3. Contributor
4. Implementer
5. Power User
6. Approver

Answer 4

2. View Only
3. Contributor
4. Implementer
5. Power User

Question 5

User management is a…

1. Manual Process
2. Manual or bulk import process
3. Bulk import process

Answer 5

1. Manual process

Question 6

When adding new users to Adaptive Planning, which fields are mandatory to populate?

1. Name
2. Username
3. Email
4. Country
5. Timezone
6. Password
7. Owned Levels

Answer 6

1. Name
2. Username
3. Password

Question 7

A user must be assigned to a permission set and levels to sign in. True or false?

Answer 7

True

Question 8

Access rules define specific intersections of data that ___ or ___ can edit or view.
With access rules, you control access to each intersection of data.

Answer 8

Users, groups

Question 9

Access rules apply to…

1. Sheets
2. Dashboard charts
3. Reports
4. Administration
5. Modelling
6. OfficeConnect
7. Shared Formulas
8. Consolidation

Answer 9

1. Sheets
2. Dashboard charts
3. Reports
4. OfficeConnect

Question 10

A user must have a permission set enabled with the “Users” permission to create and revise access rules. True or false?

Answer 10

True

Question 11

Associations connect ___ and custom ___ to users.
You can then use association codes to create access rules for users and groups.

Answer 11

Levels, dimensions

Question 12

When you use associations for access rules, you can update the associations, instead of the rules, to update user access. True or false?

Answer 12

True

Question 13

What are the 5 steps to security structure in Workday Adaptive Planning?

1. Permission Sets
2. Users
3. Global User Groups
4. Password Management
5. Associations
6. Access Rules

Answer 13

1. Permission Sets
2. Users
3. Global User Groups
4. Associations
5. Access Rules

Question 14

What are the benefits to using Access Rules?

1. Protect sensitive details.
2. Provide flexibility on what you can view or edit.
3. Create conditional access in specific areas of the model.
4. Free up levels
5. Simplified data entry
6. Simplified dashboarding
7. Simplified reporting

Answer 14

1. Protect sensitive details.
2. Provide flexibility on what you can view or edit.
3. Create conditional access in specific areas of the model.
4. Free up levels
5. Simplified data entry
6. Simplified reporting