Edit

Administer users, teams, and templates

The Settings menu at the top of the page provides the following options:

  • User Management: Manage user accounts and assign security roles. More information: Manage users
    • To manage users, go to Settings > Advanced settings.
    • A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Users.
  • Team Management: Organize users into teams and apply roles to teams. More information: Manage teams
    • To manage teams, go to Settings > Advanced settings.
    • A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Teams.
  • Fiscal Year: Define the fiscal year period used for reporting financial data at your organization. More information: Define fiscal year settings
    • To change the fiscal year, go to Settings > Advanced settings.
    • A new window titled Business management will open. Select Fiscal Year Settings.