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Onboarding Common

Welcome to Finmars! 

You've joined a vibrant team that prioritizes innovation, personalization, and quality in all we do. We believe in providing our users with adaptable, smart tools that appeal to all levels of financial knowledge.

Important:

Each step is independent, meaning you can complete them in any order based on your needs.

Organizational 

     
  1. Tools Access Setup

    2.     Microsoft 365 Account

    1. ReceiveAccess MicrosoftYour 365Account: account credentials (work Email)
    2. Use provided credentials to get access to you Microsoft 365 account:
      2. Click 'Sign In'.
      3. Enter your work email and provided credentials.
    3. Install
      ClickEssential "Sign In"
    4. Use provided credentials and you should be able to access your Microsoft 365 account
    5. I recommend to at least get desktop versions of:
      Apps:
      1. Outlook (Email & Calendar)
      2. Excel (Data Management & Analysis)
      3. PowerPoint (Presentations & Reports)
      4. Microsoft Teams
      5. use(Communication & Collaboration)
        Download here:Download Microsoft Office 365 for Windows and Mac
        6. |
      Microsoft
      6. 365
    6. Activate andTwo-Factor loginAuthentication with(2FA): your
        credentials
      1. Go to downloadMicrosoft them
        Security Settings
      2. Follow the instructions to enable 2FA.

     

  2. Activate  2FA
Slack Account

  1. SlackAccess AccountSlack:
    2. Log
      Usein provided email and you should be able to Finmars Slack Workspace
    3. Setwith your FullWork Name
    4. Also desktop version is recommended
      Email
  2. SecuritySet up Your Profile :
    1. ConductAdd anyour interviewFull withName thefor Securityteam Teamvisibility.
  3. Recommended: Download The Slack Desktop App

    Jira (Project Management)

  1. asAccess ofJira: now
      it's
    1. Go Andreyto ("AndreyFinmars Lizunov"Jira <andrey.lizunov@mars-cap.com>)
    2. WriteSign himin anwith emailyour Work Email.
  2.  Request Access to askProject 
    1. Platform Development: Request access to the Platform project.
    2. Analytics Department: Request access to the Analyst Department projects.
    3. Contact for SecurityAccess: Interview
      4. Oleg
    4. InstallGreshnev Corporate Antivirus
      5. [
    5. Activateo.greshenev@finmars.com BitLocker
      ]

       Confluence (Internal Documentation)

    1. VPNAccess Confluence:
      1. WriteGo to theFinmars responsibleConfluence
        2. person
      2. Sign toin getwith your Work Email.ovpn profile
        1.  as of now it's Sergei ("Sergei Zhitevev" <s.zhitenev@finmars.com>)
      3. WeRequest useAccess OpenVPNto client:Spaces:
        1. DownloadMain a clientDocumentation: OpenVPNFinmars Connect - VPN For Your Operating System | OpenVPNDocumentation
        2. ImportContact providedfor profile
          3. Access: 
        3. RememberOleg pinGreshnev code provided
          4. [
        4. Activateo.greshenev@finmars.com your VPN
        5. Try to access https://stage.finmars.com/ 
        6. Register your account, username should be like "firstname_lastname"]

        2. Security Setup

        1. JiraSecurity Interview
          1. YouContact should beAndrey ableLizunov [andrey.lizunov@mars-cap.com] to accessschedule toa JiraSecurity withInterview.
            2. your work email https://finmars2018.atlassian.net/
        2. AskInstall accessSecurity to the needed Projects:Software
          1. asInstall ofCorporate now responsible is Oleg ("Oleg Greshenev" <o.greshenev@finmars.com>) Antivirus.
          2. PlatformActivate (forBitLocker Platformon development):your PLATFORM - Timeline - Jira
          3. Analytics Department (for integrations and configurations): Analyst Department - Timeline - Jiradevice.

           VPN Setup

          1. ConfluenceRequest (internalVPN documentation)Profile
            1. YouContact shouldSergei beZhitenev able[ s.zhitenev@finmars.com ] to access to Confluence withreceive your work.ovpn emailprofile.
              2. https://finmars2018.atlassian.net/wiki
          2. AskInstall accessOpenVPN Client
            1. Download: OpenVPN Client .
            2. Import your provided VPN Profile.
            3. Enter and remember your PIN code. 
          3.  Activate VPN 
            1. Connect to the needed Spaces
              1. as of now it's Oleg ("Oleg Greshenev" <o.greshenev@finmars.com>)VPN.
              2. FinmarsVerify -access Documentationby (internal documentation)opening: Finmars -Stage DocumentationEnvironment
                3. -
              3. Register Confluenceyour account (Use the format: "firstname_lastname")

            1. Finmars Docs (public& documentation)License Key

              1. Request Access to Finmars Docs & License Key
                1. WriteContact to theSergei responsibleOsipov person[s.osipov@finmars.com] to create anyour accountFinmars
                    Docs
                  1.  as of now it's Sergei ("Sergei Osipov" <s.osipov@finmars.com>)
                  Account.
                2. WaitContact for anSergei emailZhitenev with credentials
                3. Login[s.zhitenev@finmars.com] to https://docs.finmars.com/obtain your Finmars Licence Key.
              2. Wait for Credentials 
                1. Once you receive credentials, access to Finmars LicenseDocs Key
                  2. (to
                2. After obtaining your license key, you can create your own workspaceWorkspace in the platform)
                  1. Write to the responsible person to get your own Finmars license key
                    1.  as of now it's Sergei ("Sergei Zhitevev" <s.zhitenev@finmars.com>)
                  2. After you get it you would be able to create your own workspaces in any environment. 

                  Basic Platform Knowledge 

                    To get started with Finmars, review the following documentation and training materials.

                  1. Docs:Documentation 
                    1. Quick Overview of Finm... | Finmars
                  2. Videos
                    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)  
                  3. Playlist 
                    1. Onboarding (ENG) - YouTube

                  Configuration Knowledge 

                  AddTo ensure a smooth transaction setup and management, refer to the following documentation:

                  1. Adding a Transaction typeType:  - Finmars - Documentation - Documentation-Confluence

                    2. Create

                  2. Creating a base transaction: - Finmars - Documentation - Documentation-Confluence

                  How to Import Standard Files

                   

                  Go through the User Quick Start to understandLearn how weusers canare onboard our usersonboarded and how they can Importefficiently import Standard Files with their data into the platform.

                  Workflow Knowledge 

                  Workflows in Finmars help automate processes and improve efficiency by defining sequences of actions.

                  How to Track Time in Jira 

                  Tracking your time at Finmars is essential for maintaining accurate work records.

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