The Settings section allows you to manage user profiles, configure workflow steps, monitor system activity logs, and review data upload statuses. You can also use it to set up user permissions, handle security updates, roll forward reports for new fiscal years, and access support and storage resources.
Key Areas to Know
- Profile: Edit your personal details including name, role and user photo.
- Workflows: Create and manage the steps to be done for a report with Workflows in settings. You will apply workflows within the Report itself.
- Audit Trail (Activity Log): View a log of activities and changes made within the system including generated reports and user activity within the system.
- Airflow History: Manage ETL connections and review the status of manually/automated uploaded data in the system.
- Roll Forward: After you copy last year’s report, initiate roll forward to the new period to begin your next fiscal year. Don’t forget to also roll forward the MDFM within MDFM admin.
- User Management: Add and organize teammates, create groups, and configure permissions.
- Security: Update your password as needed.
- Support: Access help resources and contact the Support team to help answer questions and troubleshoot.
Key Tasks to Accomplish
- Add and Manage Users and Groups
- Create Workflows
- Review Data Uploads
- Roll Forward a Report for your Next Fiscal Year
- Contact Support
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