To ensure a smooth transition to Microix Modern, the current Microix Administrator should meet the following basic prerequisites:

1️⃣ ✔️ Familiarity With Microix Workflow

• Understands how Microix Workflow Modules are used

• Knows the organization’s approval process

• Knows how Requesters and Approvers use the system (If the admin is brand new to Microix, an introductory paid training may be needed.)

2️⃣ 🔐 Access to the System

• Has an active Microix Admin login

• Has permission to manage workflows, users, security and documents

3️⃣ 🧩 Understanding of Organizational Structure

• Knows who the Requesters, Approvers, and Finance staff are

• Knows which departments use Microix

• Understands any special approval rules or restrictions

4️⃣ 📘 Basic MIP Fund Accounting Knowledge

• Understands the MIP GL structure

• Knows how accounts, segments, and vendors are used

• Understands how documents post to MIP

5️⃣ 🖥️ Completion of a Modern Walkthrough (when upgrading)

• Has completed a Modern walkthrough

• Understands breaking changes and new features

6️⃣ 🛠️ Ability to Make Administrative Decisions

• Can approve workflow changes

• Can add or remove users

• Can adjust permissions

• Can modify approval paths

• Can manage document corrections

📘 When Formal Admin Training Is Recommended (Request a Quote)

Formal training is recommended when:

• 🆕 The admin is new to Microix

• 🔄 The organization recently upgraded to Modern and needs a refresher

• 🔧 Workflows need restructuring

• 🔐 Permissions or controls need tightening

• 🧭 The admin will manage ongoing system maintenance

• 📉 The organization wants to reduce reliance on Microix Support