User-level License Management
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      How to log into Financial Statement Suite with User Management

      Learn how to log into Financial Statement Suite (FSS) once your organization has enabled User-level licensing. Experience a streamlined sign-in process.

      About the Financial Statement Suite

      Financial Statement Suite (FSS) is a separate paid DataSnipper Add-on module. FSS automatically analyzes your financial statements and helps to both perform and document all financial statement procedures extremely fast, while relying on your judgment – improving standardization and the overall quality of procedures.

      About User Management

      User Management System is designed to provide control and visibility over employee access to DataSnipper, addressing issues related to over-deployment, user management challenges, visibility and accountability issues, and user provisioning. This feature is instrumental in achieving a streamlined and empowered user management experience.

      Prerequisites

      • DataSnipper version 6.1 or later
      • User-level Licensing method enabled
      • Financial Statement Suite Add-on Module
      • DataSnipper Enterprise package (for SSO login)

      Magic Auth Login

      Magic Auth login is a passwordless login method that allows users to sign in via a unique, six-digit, one-time-use code sent to their email inbox.

      Step-by-step guide

      1. Open your Excel with the DataSnipper add-in installed.
      2. You first need to sign into DataSnipper. Read here how.
      3. Go to your Financial Statement Suite Homepage.
        image (1)
      4. Click on the “Sign in” button.
      5. Provide your email address and click “Continue”.
        image (2)
      6. Check your email inbox for your one-time-use six-digit code.
      7. Copy and paste the six-digit code you received into the pop-up in FSS.
      8. You have successfully logged into FSS!

      SSO Login (Enterprise package)

      With Single Sign-On (SSO) you can log into DataSnipper by authenticating through your organization's identity provider (IdP).

      💡 This option is available only for organizations that are on the Enterprise package.

      💡 To be able to log in with SSO, your organization's Implementation Manager/Admin needs to complete the SSO set-up first. Learn more about setting up SSO for your organization here.

      Step-by-step guide

      1. Open your Excel with the DataSnipper add-in installed.

      2. You first need to sign into DataSnipper. Read here how.

      3. Go to your Financial Statement Suite Homepage.

        image (1)

      4. Click on the “Sign in” button.

      5. Provide your email address and click “Continue”.

      6. A pop-up window will appear from your organization’s identity provider asking you to select your account and authenticate.

      7. You have successfully logged into FSS!