One of the first steps that the CLIENT ADMIN has to perform once registration is complete is to configure the Company or business entity. This is a critical part of the setup process since it establishes the rules and parameters within which all the users will operate.
During the registration process CFO insight automatically creates a global or Parent Company for the user. In order to build a budget, one has to Setup a Budget or a Child Company.
Log in as the Client Admin. (The client Admin is the user who had initially registered the company and has administrative rights to the account).
Go to My Profile – Client Admin Select Admin > Manage Company
By default the Company that appears on the list is the one created during the registration process. To create a New Company – Select Admin > Manage Company > Add Select Edit if you want to update information on existing companies.
Enter Company Information > Save
Go to My Profile – Client Admin Select Admin > Create Roles
Select Manage Roles > Create New Role Enter Role Name – This is where you would create a name for the functional area that you want access given for example HR Enter Description A brief description of the role created.> Save
In order to implement data security and password protection, the user must define Roles, so that you can access the areas of the program to which you have rights.
Manage Role Access
Go to My Profile – Client Admin Select Admin > Manage Roles Access Once a role has been created it will appear in the manage roles Access section. Within the Managed Role Based Access section Select Edit Role Access the role that needs to be managed Next select the functional areas or Modules of the program that you want this role to have access to. Save when selection is complete.
Copy Roles to New Company When you create a new company simply use this button to copy all the roles that you have already setup to the new company.
Go to My Profile – Client Admin Select Admin > Manage Users Select Add
Enter User Name: user e-mail address
Password: Password must be at least 8 characters long and a combination of at least 3 of the following 4:
- 1. Upper case letter
- 2. Lower case letter
- 3. Numeric digits (0-9)
- 4. Special Characters (!$* etc).
For example: H0lidays, Holiday$ Password must not contain the value from either the Email Address, First Name or Last Name fields.
Confirm Password First Name Last Name Primary Phone Active – Y/N From the available list of companies in the table select the company and assign it to the user. Save
Manage User Passwords
Go to My Profile – Client Admin Select Admin > Manage Users Password
In the event a user password has to be reset – Locate the User from the list, and select Reset Password Enter the new password, confirm it and select Reset Password.
An e-mail is now generated and sent to the user. When the user logs in after the password has been reset they will be prompted to enter a new password before accessing the program.
Go to My Profile – Client Admin Select Admin > Manage Budget Select Add – Create a new Budget.
Save the Budget before Creating Accounting Periods Selet Manage Budgets > Edit > Select Create Period
IMPORTANT – To change or select a budget from multiple budgets simply select the Active box. This will make the selected budget the active one.
Manage Revenue Streams
Go to My Profile – Client Admin Select Admin > Manage Revenue Stream Select one or multiple revenue calculations methods.
Copy Budgets – This is a great option to create multiple budgets and have the data copied over to the new budget year, save a lot of data entry time.