Create Organisation
Organisation Structure
Purpose An organisation equals a separate entity and file. A division is a sub‑layer inside that file used for internal reporting (locations, teams, departments). This article explains the different ways to structure your Magnifi file and helps you ...
Create Password
All users who are Advisors will have access to ALL organisations with full permissions. You can add a password against an organisation to restrict access to the file. To add a password, go to Organisation details and click on "Password".
Setup Process (Wizards & Tips)
Purpose Use built‑in wizards to set up your Magnifi file quickly, with on‑screen Tips guiding first‑time users through each step. When to Use You’re creating a new Magnifi file and want a guided flow. You need to set up Profit Projection, Cashflow ...