Admin Guide

Learn the basics

• Tour the admin area

Manage payments

• Map trading partners to a lead cash collector

Manage users

• A breakdown of users and activity
• Create a new user
• Invite team members to start using Trading Programs
• Edit user access permissions
• Monitor user activity
• Delete a user

Manage transactions

• Manually importing and reconciling transactions
• Automatically importing data
• Generate a transactions reconciliation report
• Troubleshooting unreconciled transactions
• Deleting unreconciled and reconciled transactions

Manage dimensions

• Why using dimension collections can keep your data clean
• How to use your dimensions
• Create and publish a dimension collection
• Manually add, update and delete dimension items
• Allocate dimension items to a collection

Manage calculations

• What is the calculation process?
• Check for pending calculations
• Configure the calculation process
• Check for recalculated program lines
• Configure the reconciliation process

Manage trading partners

• Managing your trading partners
• Manually add, update and delete trading partners
• Allocate a trading partner to a collection

Manage trading programs

• What is the Progress Tracker?
• Replicate a trading program automatically
• Manage trading program PDF terms items
• Trading program PDF branding

Manage hierarchy

• Setting up your organisational hierarchy

Manage Forecasting

• Import default phasing values

Manage workflow

• How to configure your workflow

Managing client divisions

• Configuring client divisions

Set up SSO

• What Single Sign-on is
• Azure AD integration
• Configure SSO with AD FS
• Test and troubleshoot AD FS configuration
• Configure single sign-on with G-suite
• Test and troubleshoot G-suite configuration

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