Use this article to understand how Yarken administrators manage users, permissions, entity access, currencies, and system-wide settings.
What is Admin, Users, and Settings?
Admin, Users, and Settings is where Yarken administrators control access, configuration, and system behavior.
This area supports the operating foundation of Yarken. It helps teams manage users, roles, entity access, currencies, exchange rates, AI settings, and other configuration areas that affect how data is viewed, analyzed, and governed.
Strong administration keeps reporting controlled, planning consistent, and financial data visible only to the right people.
What you can do
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Create and manage users.
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Assign roles and control feature access.
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Manage entity access for non-admin users.
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Configure exchange rates and currencies.
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Maintain actual and planning exchange rates.
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Control which currencies are available for reporting.
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Configure settings that support reporting, planning, and analytics.
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Manage AI-related settings where enabled.
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Support governance across data visibility, permissions, and system usage.
User access and roles
Yarken access is role based.
Administrators can assign users to roles that determine which parts of the platform they can access. Some users may need full access. Others may only need dashboards, reports, planning, or specific operational areas.
Yarken also supports controlled user setup. Users can be added without immediately granting functional access, allowing administrators to create accounts first and assign access later.
This helps organizations manage onboarding without exposing data before permissions are ready.
Yarken can also support enterprise sign in through configured identity providers such as Microsoft Entra ID, OpenID, and Okta where enabled.
During sign in, Yarken can match users by username or email and update stored user details when they differ from the identity provider. This helps organizations connect user access to existing identity and authentication processes while still controlling roles, permissions, and entity access inside Yarken.
Entity access
Entity access controls which organizational entities a user can see.
Admins have access to all entities. Non-admin users must be assigned access to one or more entities through User Management.
Entity access is important for organizations operating across regions, business units, legal entities, or other reporting structures. It ensures users only see the financial and cloud data they are authorized to access.
Currency and exchange rates
Yarken supports multi-currency operations across spend, cloud, budgets, forecasts, analytics, and dashboards.
Administrators can configure currencies and maintain exchange rates by month and year. Yarken supports actual exchange rates for spend, cloud uploads, reporting, and dashboards. It also supports planning exchange rates for budgets and forecasts.
This allows organizations to store original foreign currency values, convert values into base currency, and report in preferred currencies where enabled.
Governance settings
Admin settings help maintain trust in the platform.
Roles, permissions, entity access, currency configuration, and exchange rates all affect how users experience Yarken and how financial data is interpreted.
These controls ensure users operate from the right level of access, with the right financial assumptions, and with consistent reporting rules.
What makes it different
Admin in Yarken is not only about access management.
It supports the governance layer behind technology finance. The decisions made here affect reporting accuracy, entity visibility, currency conversion, planning assumptions, and AI response boundaries.
When Admin is configured well, teams can operate with confidence. Users see what they should see. Financial data converts correctly. Planning uses the right assumptions. Reporting stays consistent across regions, entities, and currencies.
When to use Admin, Users, and Settings
Use Admin when setting up users, assigning access, configuring entities, maintaining currencies, updating exchange rates, or managing system-level settings.
Use it when the organization changes, when new users join, when entities are added, when reporting currencies change, or when planning assumptions need to be updated.
For detailed step by step instructions on managing users, assigning roles, configuring entity access, maintaining exchange rates, and updating settings, refer to the relevant user guides.
Next step
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