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
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Account Configuration Demo: Operations Management Reading: General Settings Demo: Overview of General Settings 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 MavenExchange
Module 2: Overview and Resources Reading: Rate Cards Demo: Overview of Rate Cards Reading: Invoice Settings Demo: Customizing Invoices Reading: Foreign Exchange, Project Accounting, and Quickbooks Settings Reading: Insights Settings Reading: Security & API Settings Demo: Overview of Security and Audit Logs Lab: Run an Audit Log
Module 3: Overview and Resources Reading: Early Access & Account Customizations Demo: Google Workspace Overview Demo: Creating Forms for Project Intake Check Your Knowledge: Case Study Scenarios Survey: Course Feedback