- Course Content
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Folder Management
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Inline Editing
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Bulk Reassign
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Uploading a Trial Balance
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Completeness Check
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Workflows
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Entities
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Team Members
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Checklist and Reconciliations Tabs
- Wrap Up
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Share Your Feedback!
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Next Steps
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Admin + Manager Basics
As a new admin in FloQast, you will learn all you need to know about how to manage and customize your teams' FloQast environment.
Course Description
This course will show you how to perform various admin-only functions in FloQast. Whether you need to add, remove, or update checklist descriptions, folder names, reconciliations, or due dates, you will learn how to manage these changes one-off and in bulk. You will also leave with an understanding of managing user roles and permissions.
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objectives
- Recall how to manage and update Workflows, Entities, and Folders
- Identify how to add, edit, and delete checklists and reconciliations
- Recall how to upload a new Trial Balance file to FloQast
- Understand how to use the Completeness Check to ensure all of your accounts have a corresponding reconciliation in FloQast
Recommended Prerequisites
Admins + Managers