Identity
Admins
Federated authentication
Making sure your users only use federated single sign-on to authenticate
Federating Advanced Single Sign-On to Azure Active Directory
How to add or replace an x509 certificate for Azure Active Directory federations
Configuring multi-factor authentication (MFA)
Identity and MFA FAQs for admins
Password policy
Resetting passwords
User roles and permissions
Creating and managing users
Onboarding new users with welcome emails
Add Login URLs to your Organisation
MFA - mandatory for Admins
Unlock user account
An Introduction to Multi-Factor Authentication & Single Sign-On
Identity and MFA FAQs
OneAdvanced Single Sign-on login process when using an authenticator app
OneAdvanced Single Sign-on login process when using email for authentication
OneAdvanced Single Sign-on login process for federated accounts
OneAdvanced Identity login using username
Security questions
How to help keep your OneAdvanced account safe and secure
Integrations
OneAdvanced AI
Customer Experience and Support
Design UI and UX
Executive Leadership
Finance
IT/Infrastructure
Legal and Compliance
Marketing
People Experience/HR
Product Engineering and Development
Product Management
Product Marketing
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Sales
Solutions
MyWorkplace
Helpful how-to guides
How To - Add a Spreadsheet or Chart to your Desk
How To - Add Youtube Videos to a Desk
How To - Add a Spotify Playlist to a Desk
How To - Add Microsoft Stream Videos to a Desk
How to stop unwanted time-outs
Admin
Desks
Applets
Applets Overview
Advanced Financials Applets
Setting up Advanced Financials Applets
Advanced HR Applets
Clear Review Applets
Contract Management Applets
Countdown Applet
Desk Notes Applet
iFrame Applet
My Link/Links Applet
RSS Feed Applet
Ideas Applets
Tasks
- All topics
- MyWorkplace
- Applets
- Setting up Advanced Financials Applets
Setting up Advanced Financials Applets
You can check out the full list of available Advanced Financials applets here. You can add these applets to your desk to see quick insights and access key functionality from MyWorkplace. You'll need to have a desk set up first, for steps on setting up desks, read here.
To add and configure the Advanced Financials applets:
- From your desk, access the Applet library by clicking on the Add Applet button.

- Type Financials in the search field.

- Select the Applets you wish to add to the desks by clicking on them, the green tick will be displayed.
Then click the Add selected button.

- You now need to setup each applet. Click the vertical ellipses icon and select Edit from the menu.

- Select your options and click on Save once complete.

- Repeat the above steps to add options to all the applets you added to your desk.
To add a reporting dashboard to your desk:
- In Cloud Reporting, open the dashboard you'd like to view from your desk. Copy the URL.

- Go to your desk in MyWorkplace, and open the Applet Library. Select the iFrame applet and click the Add selected button.
Choose one of the larger size options like large x-tall to make sure you can see the full dashboard.

- Click the vertical ellipses icon and select Edit from the menu.

- Paste the URL and click on the Check Link button. You can also change the title and subtitle of the applet to describe the type of dashboard you're adding.

- You should now see the dashboard on your desk! Here's an example of a General Ledger Dashboard.
