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 Engine Setup Guide

ExtendInsights FRE | Configure NetSuite user permissions

Admin: Configure NetSuite for ExtendInsights Financial Reporting Engine (XAVI)

ExtendInsights FRE | Manage users and licenses in the CloudExtend portal

Licensing: Manage ExtendInsights Financial Reporting Engine Licenses and Administrator users

Guides on configuration and setup needed for Admins

Admin Setup Guide

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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.

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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.

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.

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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.

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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