Administrator Documentation

RadiusCore has an administrator-only dashboard within the application that can be used by those with the administrator user permission to:

  • Manage User Access
  • Manage Shared Connections (coming soon)
  • Configure Practice Manager connection
  • Configure RadiusCore Workpapers
  • Create and Manage Custom Templates

To access the administrator dashboard:

  1. Select Radius on your Excel ribbon.

  2. Ensure you are logged into RadiusCore with a user account that has the Administrator permission.

  3. In the Add-in Status section press the status button ➔ Admin Dashboard.

    3_excel_ribbon_admin

  4. The administrator dashboard will appear.

    4_admin_dashboard