COINS REST-User Defined Page - Functions

Email setup

Inline Manual Setup

Standard Power BI Dashboards

Fixes Administration - configuration in COINSAdmin

COINSAdmin auto patch and rollback

Changing system configuration

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

Setting Up AAD Login

EFT File Configuration

The COINSadmin System

Customizing Coins ERP+ Color Palettes

Analysis Sets Info Guide

Changing Environment Colour- v12.03 & earlier

User Preferences

S-Curve Automated Spreading

A full guide to Parameters specific to USA.

Parameters USA

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

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

Diagnose and resolve cases where users with the same group permissions see different screens, functions, or data in COINS ERP+.

Troubleshoot inconsistent access between users

Resolve common licence errors in COINS ERP+, including SY823 invalid control number, licence limit exceeded, missing Licence Manager and licence file loading failures.

Troubleshoot licence errors in COINS ERP+ (SY823, XMS6, Licence Limit Exceeded)

Resolve common email delivery failures in COINS ERP+, including SMTP authentication errors with Exchange Online, workflow emails not sending, SPF record rejections and attachment size errors.

Troubleshoot email delivery issues in COINS ERP+

The function Email Templates (on the System > System Setup menu) allows you to configure templates for the email messages that are sent when emailing documents and reports, and with…

Email Templates

Learn how you can control which menus and functions your groups can access in Coins ERP+.

Set up function access using Main Menu Security

Troubleshoot unexpected behaviour, display errors, MIME type issues, validation changes and mobile access problems following an upgrade to Access Coins ERP+ v12.05.

Resolve common issues after upgrading to Coins ERP+ v12.05

Find out why a Coins ERP+ user account was locked using the User Function Log and the security.log file.

Investigate why a user account was locked

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System

Menu Tree Maintenance

Creating Report Pack reports

System How To's 

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Volume, creators and topics for your company.

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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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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.

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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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