Admin Training Packet

A collection of modules for Accountability Admins to configure an agency's global and office-level settings, manage user access, and maintain master data records

Table of Content:

The Admin training packet includes the following modules:

Getting Started
Database Configuration
Organization Data Management
Security and Access
Master Data Management

Getting Started

This module will walk you through general navigation, My Menu options, and the Accountability dashboard.

Database Configuration

This module will walk you through different options to standardize workflow, enforce specific rules, and enable specific features for your agency.

Organization Data Management

This module will walk you through setting up your organizational structure. You will also learn multi-currency handling and local tax setup.

Security and Access

This section will teach you how to define role-based user access, manage employee records, and define approval rights.

Master Data Management

Once you have defined your organizational structure in Accountability, master data records need to be established to hold a job and financial transactions.