Set Up mySparkrock User Profiles for Financial Analysis in mySparkrock

To view the Financial Analysis menu option and related pages in mySparkrock, you must perform the respective mySparkrock user profile setup in Sparkrock 365.

To perform the mySparkrock user profiles setup for financial analysis in mySparkrock

Choose , enter mysparkrock user profiles, and then choose the related link.

The mySparkrock User Profiles page opens.
Select the user profile for which you want to set up financial analysis in mySparkrock, and then on the action bar, choose mySparkrock Profile > mySparkrock Menu Control.

The mySparkrock Menu Controls page opens.
If a record exists with a Page Code of FIN_FA, proceed to the next step, otherwise, perform the following steps:
1. On the action bar, choose Load mySparkrock Pages.
  
  The Load mySparkrock Menu Controls page opens.
2. In Default Page Group, specify Finance, and then choose OK.
  
  A dialog box appears that displays the following text:
  You are going to load default mySparkrock Group/Page combinations for mySparkrock User Profile.
  All existing mySparkrock Group/Page combinations for this profile and default page group(s) will be deleted.
  Do you wish to continue?
3. Choose Yes.
  
  On the mySparkrock Menu Controls page, a record with a Page Code of FIN_FA now appears.
On the record with a Page Code of FIN_FA, ensure that the value of Is Page Active is Yes and that the Active checkbox is selected.

In mySparkrock, the Financial Analysis menu option and respective pages now appear under the Finance and Purchasing menu.