> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.fynapse.app/documentation/instance-management/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.fynapse.app/_mcp/server.

# Instance Management

> Drive revenue faster with the world's leading enterprise finance data platform. Get up and running with Fynapse Docs, Developer Guides, APIs and SDKs and be Live in weeks not years.

## Docs

- [Home Screen](https://docs.fynapse.app/documentation/instance-management/home-screen-overview.md)
- [Login and Password](https://docs.fynapse.app/documentation/instance-management/user-account/login-and-password.md)
- [Security Best Practices](https://docs.fynapse.app/documentation/instance-management/security/security-management/security-best-practices.md): Get familiar with the best practices below to use the Security functionality effectively.
- [Groups](https://docs.fynapse.app/documentation/instance-management/security/security-management/groups.md)
- [Roles](https://docs.fynapse.app/documentation/instance-management/security/security-management/roles.md)
- [Users](https://docs.fynapse.app/documentation/instance-management/security/security-management/users.md): Learn how to manage Fynapse users effectively using the Users screen.
- [Data Permissions Overview](https://docs.fynapse.app/documentation/instance-management/security/security-management/data-permissions/data-permissions-overview.md)
- [Configuring Data Permissions](https://docs.fynapse.app/documentation/instance-management/security/security-management/data-permissions/configuring-data-permissions.md): Something to do with data permissions configuration
- [Default System Roles](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/overview.md): Understand every default Fynapse system role, including its permissions and product areas, so you can assign access confidently.
- [Fynapse Systems Administrator](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/fynapse-system-administrator.md): Deep dive into the Fynapse System Administrator role, including its scope, assigned group, and the full matrix of permissions across configuration, workflows, data management, and operations.
- [Fynapse Security Administrator](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/fynapse-security-administrator.md): Deep dive into the Fynapse System Administrator role, including its scope, assigned group, and the full matrix of permissions across configuration, workflows, data management, and operations.
- [Fynapse REST API Client](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/fynapse-rest-api-client.md): Deep dive into the Fynapse REST API Client role, including its scope, assigned group, and the full matrix of permissions.
- [Workflow Administrator](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/workflow-administrator.md): Deep dive into the Workflow Administrator role, including its scope, assigned group, and the full matrix of permissions.
- [Workflow Approver](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/workflow-approver.md): Deep dive into the Workflow Approver role, including its scope, assigned group, and the full matrix of permissions.
- [Bulk Operator](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/bulk-operator.md): Deep dive into the Bulk Operator role, including its scope, assigned group, and the full matrix of permissions.
- [Bulk Uploader](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/bulk-uploader.md): Deep dive into the Bulk Uploader role, including its scope, assigned group, and the full matrix of permissions.
- [Operator](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/operator.md): Deep dive into the Operator role, including its scope, assigned group, and the full matrix of permissions.
- [Viewer](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/viewer.md): Deep dive into the Viewer role, including its scope, assigned group, and the full matrix of permissions.
- [Editor](https://docs.fynapse.app/documentation/instance-management/security/default-system-roles/editor.md): Deep dive into the Editor role, including its scope, assigned group, and the full matrix of permissions.
- [API Credentials](https://docs.fynapse.app/documentation/instance-management/developers/api-credentials.md): Generate and manage User and Service API credentials for authenticating with the Fynapse API.
- [Approval Workflows Overview](https://docs.fynapse.app/documentation/instance-management/approval-workflows/overview.md): An introduction to the Approval Workflow feature in Fynapse, explaining its purpose and how it operates.
- [Approval Workflows Configuration](https://docs.fynapse.app/documentation/instance-management/approval-workflows/approval-workflows-configuration.md): Learn how to configure approval workflows in Fynapse.
- [Approval Requests](https://docs.fynapse.app/documentation/instance-management/approval-workflows/approval-requests.md): Learn how to manage approval requests in Fynapse.
- [Email Notifications](https://docs.fynapse.app/documentation/instance-management/email-notifications.md): Learn about email notifications
- [General Settings Overview](https://docs.fynapse.app/documentation/instance-management/general-settings/overview.md): Learn how to configure general settings in Fynapse.
- [Business Date Configuration](https://docs.fynapse.app/documentation/instance-management/general-settings/business-date-configuration.md): Learn how to configure the business date in Fynapse.
- [Zero Value Transactions](https://docs.fynapse.app/documentation/instance-management/general-settings/zero-value-transactions.md): Learn how to allow Journals with a transaction amount of zero to be created and posted in Fynapse.
- [Unposted Journals](https://docs.fynapse.app/documentation/instance-management/general-settings/unposted-journals.md): Learn how Fynapse stores future-dated Unposted Journals in a separate Entity.
- [Feature Flags](https://docs.fynapse.app/documentation/instance-management/general-settings/feature-flags.md): Learn how to manage feature flags in Fynapse.
- [Data Structure Overview](https://docs.fynapse.app/documentation/instance-management/data-structure/overview.md): Learn about the data structure in Fynapse and how to customize it to meet your business needs.
- [Data Structure Definition](https://docs.fynapse.app/documentation/instance-management/data-structure/data-structure-definition.md): Learn how to define data structure in Fynapse.
- [Validations and References](https://docs.fynapse.app/documentation/instance-management/data-structure/validations-and-references.md): Learn how to define data validation rules in Fynapse.
- [Creating Indexes for Entities](https://docs.fynapse.app/documentation/instance-management/data-structure/creating-indexes-for-entities.md): Learn how to create indexes for entities in Fynapse.
- [Configuration Data](https://docs.fynapse.app/documentation/instance-management/configuration-data.md): Learn how to upload and manage configuration data in Fynapse.