The document discusses a presentation by Rhett Williams from Altus regarding the use of role centers to enhance efficiency, user experience, and security within an organization. It covers the functionality of role centers, highlighting their customization options and differences from permission sets. The document also encourages submission of feature requests, promotes Altus Advocates membership, and invites evaluations from attendees.

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

8. Questions & Answers

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!

12. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics