Thursday, May 20, 2021 1:00 PM - 3:00 PM ET
In this session, you will focus on best practices for managing users, approval maps, access rights, and restriction groups. You will learn how to avoid and troubleshoot common issues in managing access to modules, forms, inquiries and reports, and specific fields. In this hands-on session, you will create advanced roles.
In this session, you will learn:
- Best Practices for managing users
- How to manage access rights
- How to manage restriction groups
- How to create advanced roles
Presenter: Eric Marshall - Director of Professional Services
Eric Marshall has a Bachelor of Science in Accounting from San Diego State University and is a certified Project Management Professional (PMP). He has implemented JAMIS Prime as a JAMIS Consultant for approximately seven years and now serves as the Director of Professional Services. Eric is a key player in defining the best practices used to implement JAMIS Prime.
JAMIS Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.