Plugin Setup
Pre-Onboarding Checklist (Business Central)
The same permissions are required for both the initial installation and every future re-authentication. If your connection ever needs to be re-established, whoever performs it must meet all of the requirements below.
Post-Onboarding Checklist (Business Central)
Learn how to use a plugin effectively with these vital steps. Grant user permissions, import vendor bank data, configure bank feeds, set default payment methods, and test plugin functionality.
Sandbox Checklist (Business Central)
Discover the essence of this document exploring relevant topics and key points. Dive into a comprehensive analysis that offers valuable insights to drive research and understanding.
User Management via the Portal
The Users Tab provides a comprehensive view of individuals within your organization who are registered in the Platform. This feature allows users to view, manage, and update user information and access settings.