Updated Articles

  1. Creating a Financial Statement Sub Account

    Overview Users can create a Financial Statement Sub Account record within the system through the Library section, in order to manually add new financial statement accounts to the system for use within the Internal Controls Management ...
  2. Creating a Financial Statement Account

    Overview Users can create a Financial Statement Account record within the system through the Library section, in order to manually add new financial statement accounts to the system for use within the Internal Controls Management applicatio...
  3. PDF Output Options (Report Logo & Header)

    Info about the header options available on reports when exported to PDF format.
  4. Enabling Merge Object Permissions on an Object Type

    Overview The Merge Duplicate Object feature allows users to merge two objects (a Main object and a Duplicate object), updating the Main object (e.g., Merging duplicate user profiles to create one user profile). When merging the two objects, the...
  5. Users & User Groups

  6. Edit or Delete a User Group

    How to edit or delete an existing user group in Core.
  7. Add a User to a User Group

    Overview User Groups control the data users and system applications a user can access. Assigning a User to a User Group allows the user access to the data connected to the User Group. If your organization is using Lightweight Direc...
  8. Create a New User Group

    Instructions on creating a new user group to segment user accounts and quickly add them to roles.
  9. User Groups Overview

    About user groups and how user groups are used to segment accounts to quickly add several users to roles.
  10. Access Your Data Warehouse Settings

    About the Data Warehouse feature in Resolver Core, including important notes and instructions on accessing it once it's enabled in your organization.