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

2. 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

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

4. Authorizations #Orchestrate2015

5. 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

6. 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

7. Authorizations Demo #Orchestrate2015

8. Form Settings #Orchestrate2015

9. 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

10. Form Settings #Orchestrate2015

11. 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

12. Form Settings Demo #Orchestrate2015

13. Alerts #Orchestrate2015

14. 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

15. Alerts Demo #Orchestrate2015

16. Posting Periods #Orchestrate2015

17. 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

18. Posting Periods Demo #Orchestrate2015

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

20. Users Demo #Orchestrate2015

21. Questions Q & A #Orchestrate2015

22. http://forums.orchestratedbeer.com Thank You!