Access NPE Consolidated

Learn how to start setting up your budget data, manage users, understand key setup areas, and begin building your first budget scenario.

Education Budgets User Guide

Cristina Gruita

Cherry Escorpizo

Get started with Access Education Budgets.

Getting started

Learn how master users can add new and existing users to Access Education Budgets and set the correct access level.

Add New or Existing Users

Manage your users and what access level they can have.

Users

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Financial Management

Access Education Budgets

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Create your workspace and invite the people you work with.

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

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

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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.

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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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