Standard Training Governance, Security and Finance Workbench Modules

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This session is for Managers and Admins only. This is an in-depth session that covers step-by-step workflows spanning user management for Portals and the Workbench, meeting and committee management, and finance tasks such as invoicing within the Thentia platform.

Objectives 

• In the Security module you will learn how to: 
  • Add and managing Portal and System Users 
  • Manage privilege groups
• In the Governance module you will learn how to: 
  • Add board and committee members
  • Create and manage a meeting
  • Upload and access resources in the Resource Library  
• In the Finance module you will learn how to:
  • Make payments for checks received 
  • Create an invoice 
  • Issue a credit for missing fee discount 
  • Run a report for current year

Prerequisites

• Delegates should have watched the relevant Introductory Demos and attended all relevant Standard Training sessions before this.

Training Materials for your session

Please download the following training materials zip file to have accessible for the training session you've registered for.