Map Users to Companies Tutorial

Map Users to Companies Tutorial

PDF Tutorials 
Interactive Tutorial


         



Other Related Tutorials & Page Links:

* Step By Step Tutorial-Assign User Permissions

* Knowledge Base Page Link-Assign User Permissions


* Step By Step Tutorial-Assign User Permissions-Manually Add a User

* Knowledge Base Page Link-Assign User Permissions, Manually Add a User


* Step by Step Tutorial-Assign User Permissions, Impersonate 

Knowledge Base Page Link-Assign User Permissions, Impersonate


    • Related Articles

    • Import Active Directory Users Article

      Users can access Dynamic Budgets with their Windows User ID and password. The best way to do so is to import the Windows User ID/s and password/s into Dynamic Budgets from the Windows Active Directory using this screen. But before any import can ...
    • Map Users to Companies Article

          Tutorial Link This is the second step in setting up new users that will use the Windows Corporate Directory's User IDs and passwords to log-in.  Users are provided access to CompanyDB and can be set-up for AutoSync.  Please see How Do I Create ...
    • Import Custom Users Article

      When a group of employees are to be assigned the same or very similar security settings it can be efficient  to setup a template User and clone/duplicate the template to these employees.  This screen is a tool to clone/duplicate a template to ...
    • Import Assumptions Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets ...
    • Error Fetching User Records from Active Directory - A referral was returned from the server Article

      This error occurs when the Active Directory Connection either needs to be setup or is broken between the Server and Dynamic Budgets. Please see Import Active Directory Users/Manage Active Directory Connections Tab on how to setup the Active Directory ...