CG Insider - General

Articles that are not related to a specific CG Insider application

Creating a CG Insider Training Event on CG Insider
Steps: Make sure you're an "Owner" in the "Training" group. Send in a IT Support Helpdesk ticket if you're not in the "...
Fri, May 13, 2022 10:38 AM
Adding a new user to 'Firm Reporting'
1) A license assigned to them on Tableau Server. We can assign this, but we need to balance and approve each request with David Graham so we don't r...
Thu, Jun 23, 2022 2:20 PM
Users getting "You don't appear in Open Enrollment" error for Coach Enrollent
If a user is getting this error when trying to access the Coach Enrollment page on CG Insider: It could be because their name has been entered wron...
Fri, Jun 24, 2022 12:35 PM
CG Internal Projects Group
The CG Internal Projects group is used for two lists:  Projects Project Status There is a Document Library, but the permissions to it are uniq...
Mon, Sep 19, 2022 9:11 AM
Announcement Management
A SharePoint list that holds data for a workflow that facilitates authoring, approving and releasing announcement emails. https://insider.connorgp....
Mon, Apr 10, 2023 9:50 AM
Org Chart Logic
Please see the attached conversation for the current Org Chart logic
Mon, Mar 27, 2023 9:44 AM
FTO Request
This article is for all topics relating to FTO Request tool. If any questions or issues are not covered in the bookstack page, please post it here. ...
Mon, Jul 10, 2023 9:46 AM
Groups Accessing CG Insider Pages
1. Viz Subscription page - Finance & Accounting - Solden Services [SLD] 2. TBD...
Mon, Jul 17, 2023 4:30 PM
Non-Billable Annual Review Does Not Load
Ticket: https://helpdesk.connorgp.com/a/tickets/56017 Needs to check 2 things 1. Make sure permissions was set appropriately by HR. Setting the ...
Thu, Aug 17, 2023 3:41 PM
Manage CG Insider Navigation Menu
1. Access this page: https://insider.connorgp.com/_layouts/15/AreaNavigationSettings.aspx 2. Select a menu from the loading menu tree then click Edit ...
Mon, Oct 2, 2023 4:20 PM