Administration
Note: A user should have administration access/permission to accomplish this. To grant or restrict data access to a user, please follow these steps: St...
Mon, 27 Nov, 2023 at 1:40 PM
To Setup Role data access, follow the below steps: Step 1: After logging into the platform, click the dropdown menu located on the far right of th...
Mon, 27 Nov, 2023 at 1:41 PM
In This Article Overview System Administration Settings Related Articles Overview The Administration section can be customized to the user's prefe...
Tue, 20 Feb, 2024 at 3:55 PM
You can define the definitions of initiatives by following these steps: 1. On the ribbon tab, click on the Administration button at the top right part o...
Tue, 20 Feb, 2024 at 3:56 PM
In This Article Overview Navigation Adding a New Cash Flow Category Related Articles Overview The Cashflow Categories classify a cash flow entry and ...
Wed, 17 Apr, 2024 at 10:30 AM
In This Article Overview Navigation Related Articles Overview In order for a user to enter or override cashflow actual values in Idea Cashflow, specif...
Wed, 17 Apr, 2024 at 10:56 AM
In This Article Overview Idea Permissions Applicable UI available for Cashflow Forecast Permissions Related Articles Overview In order for a user to ...
Wed, 17 Apr, 2024 at 11:08 AM