Expected Duration: Approximately 45 minutes
As an Account Administrator, you’ll have the permission and responsibility to manage General Account Settings and customizations for your organization. This course will cover how to manage your general account settings and set default permissions, what the options are for time and expense settings, and where to update resource management settings in alignment with your organization’s goals and processes. We will also review how to customize your account branding to make Kantata feel like an extension of your website and brand.
In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to remove any data or information from the labs that may impact your organizational account.
In this course you will learn how to:
- Configure general account settings and set up default project access and participants
- Manage time and expense settings to support your labor and financial data needs
- Align resource management settings to your organizational processes
- Customize account branding to match your organization’s brand or style guidelines
General Account Configuration
Financial, Security, and Insights Reporting Settings
Account Customization Options
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Account Configuration Demo: Operations Management Reading: General Settings Demo: Overview of General Settings Demo: Creating Forms for Project Intake Reading: Time & Expense Settings Demo: Overview of Time & Expense Settings Reading: Resource Management Settings Demo: Configuring Resource Requests and Adding Approvers Activity: Stay Connected on the Kantata Community
Module 2: Overview and Resources Reading: Rate Cards Demo: Overview of Rate Cards Reading: Invoice Settings Demo: Customizing Invoices Reading: Foreign Exchange Reading: Project Accounting Reading: Insights Settings Reading: Security Reading: API Demo: Overview of Security and Audit Logs Reading: Recent History and Project History Lab: Run an Audit Log
Module 3: Overview and Resources Reading: Customizations Demo: Branding Customization Demo: Overview of Custom Fields Demo: Google Workspace Overview Reading: Early Access Reading: QuickBooks Settings Reading: Slack Notifications Check Your Knowledge: Case Study Scenarios Survey: Course Feedback
Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.