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