Edit

Share via

Create configuration providers and mark them as active

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This article explains how a user assigned to the System Administrator or Electronic Reporting Developer role can create a configuration provider for Electronic reporting (ER). Each ER configuration will refer to the provider as the author of the configuration. In this example, you will create a configuration provider for sample company, Litware, Inc. These steps can be performed in any company as ER configuration providers are shared among all companies.

Create a provider

  1. Go to the navigation pane in the upper left corner and select Organization administration.
  2. Go to Workspaces > Electronic reporting.
  3. Go to Related links > Configuration providers.
  4. Select New.
    • A provider record has a unique name and URL. Review the content of this page and skip this procedure if a record for Litware, Inc. (https://www.litware.com) already exists.
  5. In the Name field, type Litware, Inc..
  6. In the Internet address field, type https://www.litware.com.
  7. Select Save.
  8. Close the page.

Select as an active provider

  1. Select the Litware, Inc. provider.
  2. Select Set active.

Electronic reporting workspace page.

  • Last updated on