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

Guides on configuration and setup needed for Admins

Admin Setup Guide

Admin Portal

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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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