Role ⟩ Administrators
If you’re a user with Administrator privileges in Altus, or have similar responsibilities, this section is for you. Learn how to use Altus and access resources tailored to your role.
Learn how administrative activities in Altus are distributed across multiple layers:
https://help.altus.pro/en/article/understanding-administration-boundaries-in-altus
- Describe the default roles and security models in Altus
- Set up security groups (teams) via Power Platform admin centre
- Manage user access via linked Microsoft 365 groups
- Set up a custom security role by copying a default role
- Describe special cases and permissions chart
- Implement Azure Active Directory (AAD) synchronisation
- Check effective user rights within a record
- Grant ‘Member’ access to Power BI Workspace for Insights
- Security Troubleshooting Playbook for Altus
- Set up and maintain sync with external execution tools
- Set up and maintain external projects
- Set up and maintain project types
- Set up and maintain financial categories
- Set up and maintain fiscal periods
- Set up timesheet periods and maintain related settings
- Set up and maintain non-project lines in timesheets
- Set up and maintain default configuration settings
- Top 10 critical configuration settings to review post-implementation
- Monitor product release notes and product roadmap
- Prepare for an Altus Release (Pre/Post Checklist)
Last updated: 5/29/26, 12:44 AM