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Getting started

Getting Started with Dynamic AFS

 Dynamic AFS is setup on an internal invitation only, whereby only pre-approved user will be able to access the system. 

 So if you are aware of additional users, a request for addition needs to be submitted to the allocated Department Champion. 

Departmental instances pre-setup

The system is pre-setup for each of the Departments.

 As part of the process the prior year balances (before implementing Dynamic AFS) would have been converted and included in the approved AFS.

Trial Balance accounts have been pre-aligned and mapped to the SCOA chart, and is automated to the MCS AFS template (included in initial setup) for:

  • Statement of Financial Position

  • Statement of Financial Performance

  • Cash Flow Statement

  • Statement of Changes in Net Equity

  • Disclosure notes

 Narratives remains the responsibility of the Departments.


User access management access

Departmental administrators are provided with rights to set specific user access and roles as part of the AFS preparation process.

Access and details to User management system is provided as determined by the Departmental administrator.


User access management permissions

 The following roles and permission / right are applicable:

Roles

Permissions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


User access management logs

An audit trail function was added, allowing User rolls, activities, changes to management rights and permissions to be monitored.


Security

Access from the GPT addresses


Forgotten your password


Monthly re-authorisation by management

Specific functionality was requested that users require a monthly re-authorisation by management for access to the system.  Bulk re-authorisation or singular re-authorisation is possible


First time registration & Google authentication services

The Dynamic AFS platform makes use of Google Authentication services, which is internationally recognised and supported, and our developers make use of various services on the Google developers’ platform.

Due to the above and to improve security protocols and enable various features, all email addresses that will be enrolled on the Dynamic AFS platform has to have a Google Account or linked to a one.

This can however be opened with you existing work email address, and you do not need to obtain and manage a new email address.  

 To open a Google Account with existing email address:

  1. Open web browser & copy and paste link into the browser https://accounts.google.com/signup

  2. Enter your First and Last name.

  3. Click Use my current email address instead.

  4. Enter your current email address.

  5. Click Next.

  6. Verify your email address with the code sent to your existing email.

  7. Click Verify.

 Once confirmation is received that the Google Account is successfully opened, this page may be closed. Please inform Ducharme as soon as the Google Authentication linking has been performed, so that your access may be authorised and finalised.

Please note that this new email address is for access purposes only.  

The passwords are not the same as your actual Gauteng password, and it is also recommended not to agree.


Subsequent login

Go to platform URL https://dynamicAFS.com

 On landing page, click ‘Login’.


Entity select

Most users will not have the option to select a specific entity and will be given an automatic login to the their single entity allocation. 

For those users who will have access to multiple entities, please click on the ‘Select Entity’ dropdown and selected the applicable entity.


Logout

Users can logout by navigating to the top right corner, where the user token icon is situated next to the entity name.  When you click on the user token icon, the ‘Logout’ option becomes available.

Users with multiple entity access can also switch to one of the other entities to which they have access, but clicking on ‘Switch Entity’ option.

Should you encounter login or access control, a manual logout can also be effected by using the following URL on your browser:

https://www.dynamicAFS.com/account/logout


Password

 Monthly password reset will be automated.

 Strong passwords are also enforced.


 

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