What is needed to define user capabilities in Adaptive Planning?

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To define user capabilities in Workday Adaptive Planning, a permission set is essential. A permission set is a collection of settings that determines what actions a user can take within the system – including access to certain features, reports, and data. By assigning specific permission sets to users or roles, administrators can tailor access based on the needs of different stakeholders within the organization, thereby maintaining data security and operational efficiency.

The other options, while they might provide supportive information or documentation, do not directly define user capabilities in the same systematic way that permission sets do. A user manual offers instructions and guidance on using the system, while an access log records activities and may help in auditing but does not define user permissions. A permission guide might provide an overview of what permissions exist but does not function as a tool for implementing or modifying those permissions directly. Thus, the creation and management of user capabilities hinges on the configuration of permission sets within the platform.

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