Access NPE Consolidated

Cherry Escorpizo

Get started and make the most of your software.

Getting Started

Learn how to add new users to the software.

Add new users

Learn how to add, manage or remove the users according to your needs.

Create, manage, or remove users

Learn how to create a profile type and set the permissions for each user.

Create and assign Profile Types

Create and manage the users with specific profiles that will enhance their experience.

Users and Profiles

Use Financial Year Set-up to create and open a new financial year so you can begin posting transactions into the new year.

Open a new Financial Year

Learn the basic steps that will set you up for success.

Find your way around Access Education Finance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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