ERP - Construction

EFT File Configuration

The COINSadmin System

Customizing Coins ERP+ Color Palettes

Changing Environment Colour- v12.03 & earlier

Standard Power BI Dashboards

COINS REST-User Defined Page - Functions

Setting Up AAD Login

Email setup

User Preferences

S-Curve Automated Spreading

Security - Single Sign-On - Single Sign-On using Microsoft

Inline Manual Setup

Changing system configuration

A full guide to Parameters specific to USA.

Parameters USA

Analysis Sets Info Guide

Access Coins ERP+ - Data Extracts to Microsoft Fabric OneLake (Data Lake)

COINSAdmin auto patch and rollback

Fixes Administration - configuration in COINSAdmin

Azure AD Application Configuration

Control company security for large numbers of your users by setting up company groups, assigning users, and keeping company lists in sync

Company Groups

Disable a user account in Coins ERP+ when a team member leaves your organisation, and understand why you should retain their user record in the database.

Disable a user when they leave

Set up alternative user IDs in Coins ERP+ to control which menus and functions a user can access when they switch between companies.

Control a user's access by company

Denisa Arjoca

Theresa Moloney

Andy Temple

System

Menu Tree Maintenance

Creating Report Pack reports

System How To's 

UK & IE

Australia

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

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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