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 and how it was specifically setup for your organization as Microix is highly customizable. 

• Knows the organization’s approval process

• Onboarding for new users includes creating their account, assigning them to the correct workflow, and granting the appropriate security permissions based on their role and Module (s) used and providing end user training. 

• Knows how Requesters and Approvers use the system per Module|add-ons  (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

• When A System Review Is Recommended -A System Review is recommended when your Microix setup is not fully implemented or when you need help with best practices, workflow adjustments, or overall optimization. With your permission, a Microix consultant will review your current setup and identify any needed improvements, along with estimated hours to provide a quote.