User

Aman Rawat MindBridge Community Team

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Total activity 57
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Articles

Votes on activity by Aman Rawat

  • How do I grant or change user access in an organization?

    Summary Learn how to change or grant user access in an organization. Resolution To add a user or edit their level of access within an organization (for example, change a user from Auditor to Manag...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I change my level of access?

    Summary Learn about access levels.   Resolution To request a change to your level of access (for example, to acquire the ability to create organizations), you must reach out to your firm’s Admin. ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • My invitation link expired, can I get a new one?

    Summary Learn how to request a new invitation link to MindBridge. Resolution Account invitation links expire after 7 days. If your invitation has expired, reach out to your firm’s Admin for a new ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • When I try to log in, it says my credentials are invalid.

    Summary Learn how to resolve issues with your credentials if you have trouble signing in. Resolution If you have already activated your account, use the Google or Microsoft single sign-on options....

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    • 1 follower
    • 0 comments
    • 0 votes
  • What should I do if I don’t see my financial management system listed?

    Summary Learn what to do if you do not see the financial system you use listed. Resolution If your financial management system is currently not supported for a direct connection to MindBridge, the...

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    • 1 follower
    • 0 comments
    • 0 votes
  • MBER1111 - We were unable to detect your data format nor find a header row containing the following column headers: within the first rows

    Summary The row containing column names is not on the first row; there are extraneous header rows, which result in errors like the following: MBER1111 - We were unable to detect your data format n...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Can I change my transaction ID or apply the Smart Splitter after the file is imported?

    Summary No, you cannot modify the transaction ID or apply the Smart Splitter after the file has been imported. Resolution Re-import the file. Open the Actions menu in line with the file you want ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Can I change column mappings after the file is imported?

    Summary Learn about changing column mappings after a file has been imported. Resolution No, after confirming the column mappings you cannot make adjustments to them. If you need to make changes, y...

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    • 1 follower
    • 0 comments
    • 0 votes
  • How do I adjust my column data?

    Summary Learn about the kinds of adjustments you can make to column data. Resolution During the Map Columns step, you can join, split, or duplicate column data for more flexibility in the column m...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Why is MindBridge unable to process my file format?

    Summary Learn what do to if MindBridge is unable to process your file format. Resolution The data you import must be properly formatted and in an ungrouped format for processing. Re-import your d...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes