User Management

NOTE: Catalyst now uses Microsoft Single Sign-On (SSO) for authentication, and passwords can no longer be changed by EBM staff or Catalyst admins. All user password management is now handled by your organization’s IT team through Microsoft.For Most UsersIf a user needs help with their password, t...

In Catalyst, keeping account hierarchies accurate is critical for reporting and decision-making. One of the key roles that ensures this accuracy is the Business Owner. Business Owners not only manage specific hierarchies but also receive daily email notifications when accounts remain unassigned. ...

NOTE: Passwords are no longer managed by EBM Software or within the Catalyst UI. Your login credentials are now tied to your organization’s Microsoft SSO (Single Sign-On) system. Current Password Management If you experience password issues, you’ll need to contact your internal IT department. Yo...

Adding new users to Catalyst is the first step in getting your team up and running with powerful business intelligence. This guide walks administrators through the complete onboarding process — from creating user accounts and configuring permissions to ensuring new team members have the tools the...

Ensuring that your data remains secure and accessible only to the right people is a critical aspect of managing financial information. This help center article will guide you through the process of restricting access in your hierarchies so that users can only view data related to specific accoun...

Groups in Catalyst allow you to manage access and permissions at scale. Instead of assigning permissions user by user, you can assign them to a group and then add users to that group. This makes it easier to maintain consistency and reduce errors. OverviewGroups are the foundation of user managem...

Scenario-level security controls which users can see specific scenarios in Catalyst—such as forecasts, management plans, or sensitive models. This feature is disabled by default and requires careful planning before enablement. This guide covers requirements, setup process, access management, and ...

Catalyst allows you to add an unlimited number of users to your environment, enabling your team to maintain and manage access securely and efficiently. This guide walks through everything you need to know to manage users and permissions in Catalyst.This article contains the following topics:  Def...

When adding users to Catalyst, it’s important to ensure that their login credentials align with how Microsoft manages accounts for single sign-on (SSO). Misalignment between an email address and the User Principal Name (UPN) can cause login issues or restricted access to cubes and data. What Is a...

IMPORTANT: Most Catalyst environments now use Microsoft Single Sign-On (SSO) for authentication. This means passwords are no longer managed by EBM or within the Catalyst interface. Users log in using their organization's Microsoft credentials, and password changes must be handled internally by yo...