CloudExtend

ExtendInsights FRE | Step-by-step instructions for NetSuite and Microsoft administrators to configure and deploy the Financial Reporting Excel Add-in

Admin: ExtendInsights Financial Reporting Setup Guide

ExtendInsights FRE | Configure NetSuite user permissions

Admin: Configure NetSuite for ExtendInsights Financial Reporting(XAVI)

ExtendInsights FRE | Admin checklist for onboarding new users

Admin: Add New Users to ExtendInsights Financial Reporting

ExtendInsights FRE | Manage users and licenses in the CloudExtend portal

Licensing: Manage ExtendInsights Financial Reporting Licenses and Administrator users

ExtendInsights FRE | Enable Multiple Calendars and grant the Fiscal Calendars permission in NetSuite

Admin: Enable Multiple Fiscal Calendars for ExtendInsights Financial Reporting

Guides on configuration and setup needed for Admins

Admin Setup Guide

Admin Portal

Webinar Replays

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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.

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

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

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

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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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