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Introduction
- Admin + Manager Basics
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Navigation
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Profile Settings
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Folder Management and Cloud Storage Integration
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Manage Team Members
- Admin Tools
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Filtering Assignments
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In-Line Editing Tools
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Bulk Reassign
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Upload a Trial Balance
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Completeness Check
- Wrap Up
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Knowledge Check
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Next Steps
- Additional Resources
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Help Center
Admin + Manager Foundations for Implementation: Live Training Prerequisite
Please complete these courses and pass the exam before joining live training with your FloQast Consultant.
Congratulations on completing the Prep Phase of your FloQast implementation! We're excited to see you and your team get started. We've designed a short custom program just for you, and it will take less than 15 minutes to complete. You'll need to finish these courses and the knowledge check before attending your live training with your FloQast consultant. We look forward to meeting and discussing everything you can do in FloQast soon!