Team Scribe Role

2020-03-19T22:33:28Z

Tim Peeler: Created page with "Team Scribes have special permissions for the Teams they belong to. They have the ability to manage aspects of Team Initiatives, Leadership Meetings and KPIs as if they were..."

Team Scribes have special permissions for the Teams they belong to. They have the ability to manage aspects of Team Initiatives, Leadership Meetings and KPIs as if they were a Team Leader

Team Member Role

2020-03-19T22:31:05Z

Tim Peeler: Created page with "The Team Member role provides access to the Teams area. As a Team Member, you can participate in Team Commitments and Initiatives, Leadership meetings and have access to KPIs..."

The Team Member role provides access to the Teams area. As a Team Member, you can participate in Team Commitments and Initiatives, Leadership meetings and have access to KPIs specifically for you for each team you are a member of.

Team Leader Role

2020-03-19T22:29:44Z

Tim Peeler: Created page with "The Team Leader Role allows special permission to the Teams area. Team Leaders can create and manage new Teams, assign Team tasks, create Team Leadership Meetings and manage..."

The Team Leader Role allows special permission to the Teams area. Team Leaders can create and manage new Teams, assign Team tasks, create Team Leadership Meetings and manage Team KPIs.

Manage Roles

2020-03-19T22:28:14Z

Tim Peeler:

==== '''Explanation''' ====
===== '''Managing Roles Available to Your Business''' =====

[https://profitnavigator.net/ '''Profit Navigator'''] uses a authorization system called ''Access Control Lists''. This system
is designed to provide the highest flexibility in restricting access to your business' financial data. As an
[[Alliance Partner Role|'''Alliance Partner''']] or [[Business Owner Role|'''Business Owner''']] you have the right to create any new
role you wish and provide [[Create Permission|'''Create''']], [[Read Permission|'''Read''']], [[Update Permission|'''Update''']], [[Delete Permission|'''Delete''']], [[User Permission|'''User''']] or [[Facilitator Permission|'''Facilitator''']] [[ACL Role Permissions System|'''Permissions''']] for these roles.

===== '''Core Roles''' =====

Certain [[Core Roles|'''Core Roles''']] are already available to you if you do not wish to manage unique roles for your business and in fact, there are special permissions that can not be granted to roles that you create for certain core roles. These core roles are:
* [[Guest Role|'''Guest''']]
* [[System Admin Role|'''System Admin (Special Permissions)''']]
* [[Alliance Partner Role|'''Alliance Partner (Special Permissions)''']]
* [[Business Owner Role|'''Business Owner (Special Permissions)''']]
* [[Senior Leadership Role|'''Senior Leadership Role''']]
* [[Editor Role|'''Editor''']]
* [[Authorized User Role|'''Authorized User''']]
* [[Sales Manager Role|'''Sales Manager (Special Permissions)''']]
* [[Sales Associate Role|'''Sales Associate (Special Permissions)''']]
* [[Direct Reports Role|'''Direct Reports''']]
* [[Team Leader Role|'''Team Leader (Special Permissions)''']]
* [[Team Scribe Role|'''Team Scribe (Special Permissions)''']]
* [[Team Member Role|'''Team Member (Special Permissions)''']]
* [[Alliance Member Role|'''Alliance Member (Special Permissions)''']]
* [[Alliance Facilitator Role|'''Alliance Facilitator (Special Permissions)''']]

===== '''Core System Roles and Special Roles''' =====

Each of these roles is defined by the '''Core System''' and are not editable. You may assign any core role to any members of your business. The special roles have specific restrictions and permissions, and, as such, may not be assigned except by members who possess the correct credentials for assigning restricted permissions. The correct credentials are defined as either having, yourself, been assigned a restricted permission role, or having the [[System Admin Role|'''System Admin Role''']].

==== '''Instructions''' ====
===== '''Editing Roles''' =====

When editing roles for your business, at the bottom of the list of core roles (and any custom roles created for your business) is a button that will allow you to create a new role. When you click that button a new role will be created for your business and the role editor will appear.

===== '''Changing the Title of Roles''' =====

Change the title of the role to any meaningful name. For example, if you wanted to create a role that only has access to enter monthly data, you could call the role "''Monthly Data Entry Manager''". You can also provide a description to help you remember what you want members with this role to do for you. It is suggested that you provide this description to help others who have access to your roles system understand what this role is for.

===== '''Creating New Roles''' =====

Below the name and description is a large list of navigation items. The list will contain every navigation item (''URI'') that '''YOU''' have access to. Beside each navigation item are the available permissions you can provide (note that some permissions have no effect on certain pages). Using the example above for the "''Monthly Data Entry Manager''" role, you will need to provide that role with [[Read Permission|'''Read''']] to the [[Planning|'''Planning''']] section. You will also need to provide that role with [[Create Permission|'''Create''']], [[Read Permission|'''Read''']] and [[Update Permission|'''Update''']] for the [[Monthly Data Entry|'''Monthly Data Entry''']] page.

Once you have finished granting the permissions to the newly created role, you will need to [[Rebuild Role Maps|'''Rebuild your Role Maps''']]. For safety, you should only rebuild your business' role maps after you have completely defined your new roles.
Once you have created your new role and granted the permissions you want to provide to that role, you can then assign that role to any member of your business and they will have the new permissions granted to that role.

===== '''Multiple Roles''' =====

Every member of your business can have multiple roles assigned to them which is described in more detail in [[Manage Business Credentials|'''Manage Business Credentials''']]. When you assign roles to members of your business, be aware that you are granting
access to '''ALL''' the pages with '''ALL''' the permissions assigned to each role. For example, if the "''Monthly Data Entry Manager''" does not have access to your [[Preset GAAP KPIs]], and you created and assigned both of these roles to one of your members, then that member will have access to both the [[Monthly Data Entry]] page as well as the [[Preset GAAP KPIs]] pages with the highest level of permissions assigned to either role.

===== '''Deleting Roles''' =====

You may also delete any role you have created at any time, however be aware that when you delete a role that you have created anyone with that role attached will lose the permissions granted to them through that role. If a member of your business does not have any other role assigned to them when you delete their role, they will completely lose access to your business and you will have to contact the help-desk to restore their access. So when you plan on deleting a role you have created, it is best to assign the [[Guest Role|'''Guest Role''']] to those users before deleting the role.

==== '''For Advanced Learners''' ====
===== '''Help''' =====
If you find that the [[Core Roles|'''Core Roles''']] are insufficient in providing you with the access restrictions you need and you are uncomfortable with creating new roles, [https://profitnavigator.net Profit Navigator] [[System Admin Role|System Administrators]] will be able to define roles according to your business' specific needs.

2019-10-08T14:11:19Z

Tim Peeler:

== What is a Business Subscription? ==

A '''Business Subscription''' is a paid subscription within [https://profitnavigator.net '''Profit Navigator''']. When your Alliance Partner account is initially created, you are provided with two free business accounts: Your primary account and a test account. When you subscribe to
[https://profitnavigator.net '''Profit Navigator'''], you are provided an additional 10 business licenses that you may use with your clients' businesses.

=== [[Alliance Partner Role|'''Alliance Partners:''']] Create a new Business Subscription ===

For [[Alliance Partner Role|'''Alliance Partners''']], each business you create must have an associated '''Business Subscription'''. Within the [[Business Selection|'''Business Selection''']] section, you will have a button that will allow you to create a new business and associated subscription.

When you want to create a new '''Business Subscription''' within [https://profitnavigator.net '''Profit Navigator'''], click on the "Add a New Business" button and a form will appear with 4 section:

# Business Owner
# New Business
# Card Holder Account Details
# Payment Information

The [[Business Owner Role|'''Business Owner''']] should specify the owner of the business you are creating the subscription for. Be sure that the email address and phone number for this member is correct. Once the new business is created, the owner will receive an email from [https://profitnavigator.net '''Profit Navigator'''] with a welcome email containing a one-time-use password. This member will be given the [[Business Owner Role|'''Business Owner Role''']], but '''you''' will be designated as the [[Logical Owner|'''Logical Owner''']].

The section for '''New Business''' should provide the details about the business you are creating the subscription for including the business name, address and phone number.

The section for '''Card Holder Account Details''' should provide the information for the credit card account holder, typically you, but you can use a business credit card issued to another person in your business - you must have permission to use the credit card.

The '''Payment Information''' section provides entries for credit card type, number, expiration date, ccv and the ability to save the credit card information for later use.

* NOTE: We do not save credit card information on our servers. Our payment provider (Authorize.net) can store your credit card payment information as a "Profile" within their system in order to make creating new '''Business Subscriptions''' easier later. We have no idea what your credit card number is and can not provide you with those details. For each subscription, an invoice number will be generated that you can refer to for questions about billing.

2019-10-08T14:08:30Z

Tim Peeler:

__FORCETOC__

==== '''Explanation''' ====

The subscribe page is provided to allow you to manage your business subscription. For accounts with multiple subscriptions, or businesses that are provided with either a house account or are subscribed through another business; this section will have no effect other than informational.

==== '''Instructions''' ====

Use the Manage Your Business Subscription page to manage your Profit Navigator partner account. As an Alliance Partner, you are provided with
two free business accounts when you are enrolled: Your primary business account and a secondary test business account. In order to create new businesses, Alliance Partners must provide payment information and subscribe to Profit Navigator. Your Alliance Partner subscription includes 10 additional business account licenses. Business owners do not directly pay for a subscription to Profit Navigator and for them, this section is informational only.

When an Alliance Partner creates your business account, they will be responsible for paying the subscription fee. Alliance Partners are given a
30 day grace period for new subscriptions which are billed on the 15th of the month.

At any time during the grace period you may cancel your subscription, and you will not be billed until you re-subscribe. If the 15 or 30 day grace period has expired, you will not be able to edit any part of your business including adding or removing users until you re-subscribe.

You may also use this page to update your billing profile to use a different credit card or to update the expiration date of your existing credit card.

==== '''For Advanced Learners''' ====

This section specifically applies to Alliance Partners, these are your financial advisers and Profit Navigator will bill them directly. If your subscription has expired, please contact your financial advisor or the help desk. Alliance Partners, see the section on [[Business Subscriptions|'''Business Subscriptions''']] for more details.

2019-10-08T14:06:37Z

Tim Peeler:

MediaWiki:Sidebar

2019-08-22T18:17:42Z

Tim Peeler:

* Dashboard
** Dashboard|Dashboard

* Planning
** Planning|Planning
** Monthly Data Entry|Monthly Data Entry
** Monthly Data Entry - All Years|Monthly Data Entry - All Years
** Budget Planning|Budget Planning
** Opportunities/Challenges Planning ⟨What-If⟩|Opportunities/Challenges Planning ⟨What-If⟩
** Line of Credit Reporting|Line of Credit Reporting

* Leadership
** Leadership|Leadership
** Quarterly Summary|Quarterly Summary
** Month to Month|Month to Month
** Month to Month Cumulative|Month to Month Cumulative
** Company Snapshot Graphs|Company Snapshot Graphs
** Data Analysis Graphing / Budget Graphs|Data Analysis Graphing / Budget Graphs
** LookBack Graphs|LookBack Graphs
** Line of Credit Graphs|Line of Credit Graphs
** 7/30/90 Day Tactical Review|7/30/90 Day Tactical Review
** Annual Initiatives Tracking|Annual Initiatives Tracking
** Strategic Initiative Tracking|Strategic Initiatives Tracking
** Leadership Meetings|Leadership Meetings

* Communication - KPIs
** Communication - KPIs|Communication - KPIs
** Preset GAAP KPIs|Preset GAAP KPIs
** Preset Benchmark KPIs|Preset Benchmark KPIs
** Custom KPI Data Entry|Custom KPI Data Entry
** Custom KPI Analysis|Custom KPI Analysis
** Simple KPI|Simple KPI

* Sales Management KPIs
** Sales Management KPIs|Sales Management KPIs
** Sales Management KPI Data Entry|Sales Management KPI Data Entry
** Sales Management KPI Analysis|Sales Management KPI Analysis
** Sales Management Simple KPI|Sales Management Simple KPI
** Sales Mangement Composite KPIs|Sales Mangement Composite KPIs
** Sales Management Administration|Sales Management Administration

* Strategic Planning
** Strategic Planning|Strategic Planning
** 5 Year Strategic Planning|5 Year Strategic Planning
** Strategic Planning Momentum Adjustments|Strategic Planning Momentum Adjustments
** 5 Year Strategic Planning Graphs|5 Year Strategic Planning Graphs

* Administration
** Administration|Administration
** Business Selection|Business Selection
** Manage Business Credentials|Manage Business Credentials
** Manage Roles|Manage Roles
** Your Account|Your Account
** Print Room|Print Room
** Import Data|Import Data
** Subscribe|Subscribe
** Subscriptions|Subscriptions

* Help
** Help Overview|Help Overview
** Glossary|Glossary
** Frequently Asked Questions ‹FAQ›|Frequently Asked Questions ‹FAQ›
** Printing Reports|Printing Reports
** Special:WikiForum|Support Forums
** https://www.profitnavigator.net/support/|Contact Us