Admin for the Power User Presented by: Glen Thonis Solutions Expert November 10 th 2015.

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Presentation transcript:

Admin for the Power User Presented by: Glen Thonis Solutions Expert November 10 th 2015

Summary: A high level look at some features, functionality, and processes used to put safety controls in place, thus keeping your data safe Who Should Attend: Owners, managers, supervisors, and decision makers who use an Orchestrated product Logistics: Presentation follows a power point and product demo SUMMARY #Orchestrate2015

1.Setting Authorizations 2.Form Settings 3.Alerts 4.Posting Periods 5.User & License Management (Enterprise only) 6.Q & A AGENDA #Orchestrate2015

Authorizations #Orchestrate2015

Authorizations What are Authorizations? Permissions for each user login Controls what users can or can’t do in the system Varying levels of permission Found under Administration > System Initialization > Authorizations > General Authorizations #Orchestrate2015

Authorizations Some things to know… Be careful to not be overzealous May not be as “granular” for certain areas of the software Controls what users can or can’t do in the system Test authorizations if you are not sure #Orchestrate2015

Authorizations Demo #Orchestrate2015

Form Settings #Orchestrate2015

Form Settings Importance of Form Settings A cleaner, less confusing user interface Keeps users focused on exactly what they need to do Documents: cleaner and simpler = less likely to make mistakes #Orchestrate2015

Form Settings #Orchestrate2015

Form Settings Some things to know… Not the same as Authorizations Can block changes with form settings on documents only (not recommended) Good idea to use in conjunction with authorizations #Orchestrate2015

Form Settings Demo #Orchestrate2015

Alerts #Orchestrate2015

Alerts Used to notify selected users of certain issues in the system Most are based on queries Preconfigured queries in the System Control Pack May choose to make your own alerts #Orchestrate2015

Alerts Demo #Orchestrate2015

Posting Periods #Orchestrate2015

Posting Periods Controls what posting dates can be used in a transaction Locking helps prevent issues when closing fiscal year Helps keep your financials consistent #Orchestrate2015

Posting Periods Demo #Orchestrate2015

Users User & License Management (hosted and on premise customers only) #Orchestrate2015

Users Demo #Orchestrate2015

Questions Q & A #Orchestrate2015

Thank You!