The First Three Things You Should Do

Before you can begin to work with ScotiaConnect, you need to complete the three set-up activities listed below.


1.     Set up new users.

You must define each employee who will use ScotiaConnect.


2.     Set up user groups.

System access and privileges are granted to user groups, rather than individual users. Once you have set up user groups with various levels of access and privileges, you then assign each user to a group according to the access they require.


3.     Set up customized reports.

Several of the reports in ScotiaConnect can be customized.  You can set up parameters for a report and save them under a unique Report ID.  You can use the Report ID each time you run the report to automatically select the parameters that you use frequently.   


Related Topics

Setting up Users

Setting up User Groups

Setting up Customized Report IDs