Tom S
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Articles
Recent activity by Tom S-
6.1 Account Settings and Security
In This Article: How to manage your Compass profile, update account credentials, understand plan and permission settings, and review the enterprise-grade security infrastructure that protects your ...
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5.1 Getting Started with Smith
In This Article: An orientation to the Smith tab in Compass — what it is, how the interface is organized, how to start your first conversation, and how to bring your Lakehouse files into context fo...
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4.1 Introduction to the Lakehouse
In This Article: An overview of the Lakehouse — Compass's secure file storage hub. Learn what it is, how to navigate its views and quick-access folder row, what file types it supports, how it...
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3.1 Creating and Managing Tasks
In This Article: When and why to use Tasks in a finance workflow, how to create tasks and fill in required fields, how to find and filter your task list, and how to take action on individual tasks ...
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2.1 Understanding Dashboards
In This Article: What dashboards are in Compass and how they differ from static reports, how the Dashboards tab is organized, how to navigate and interact with the dashboard canvas, which chart typ...
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1.1 Welcome to Compass
In This Article: An overview of what Compass is, how its seven tabs are organized, and what each area is designed to help you do — including your My Compass homepage, Dashboards, and where to go wh...