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Onboarding Common

Organizational

  1. Microsoft 365 Account
    1. Receive Microsoft 365 account credentials (work Email)
    2. Login into Microsoft 365 account credentials
    3. Activate 2FA
  2. Slack Account
    1. Sign in into Slack using your work email
    2. Set your Full Name
  3. Security
    1. Conduct an interview with the Security Team
      1. as of now it's Andrey ("Andrey Lizunov" <andrey.lizunov@mars-cap.com>)
    2. Install Antivirus
    3. Activate BitLocker
  4. VPN
    1. Write to the responsible Sergei Zhitevev
    2. OpenVPN instruction
      1. Download a client OpenVPN Connect - VPN For Your Operating System | OpenVPN
      2. Import provided profile
      3. Remember pin code
      4. Try to access https://stage.finmars.com/ 
  5. You need login Jira Analyst Department - Timeline - Jira
  6. Login to https://docs.finmars.com/ 

Onboarding

  1. Quick Overview of Finm... | Finmars
  2. Onboarding (ENG) - YouTube
    1. Balance Report PL Report part 1 V2 (ENG w/ sub)
    2. Transaction Report (ENG w/ sub)
    3. Configuration, Transaction Types, Transaction Book, Import Scheme, Workflow Code (ENG w/ subs)
    4. Finmars Database, Mobile Application (ENG w/ sub)