Team members setup
The manual is structured to help different stakeholders:
For Administrators: Step-by-step setup instructions, permission configuration, and security best practices
For Managers: Understanding of capabilities and limitations, cost considerations, and user management
For End Users: Clear explanation of available functionality and restrictions
Key sections include:
License features and limitations
Detailed setup procedures
Permission sets and security configuration
Accessible areas and restrictions
Best practices for management
Troubleshooting common issues
Key Additions
Detailed Access Control Implementation:
How Application Areas control feature availability
Field-level visibility controls (
Visible = false)Edit restrictions (
Editable = false)Multi-layer security architecture
Account Budget Overview Specific Features:
What Team Members can and cannot see in the page
Automatic data filtering (showing only accounts with activity)
Municipality dimension filtering
Income/Balance categorization system