Initial Setup

1. Setting up the environment.

Before getting to module onboarding, it is necessary to perform general set up of your tenant’s environment. Primary steps would be creating Roles and Rights, creating Users and assigning those roles to them, and creating your Organizational structure (defining membership and what can be associated to which unit).

1.    Upper toolbar navigation shortcuts.
2.    How to create a Role and determine Rights?
3.    Creating a new user.
4.    How to add a person to the list of Personnel while creating a new user?
5.    Editing user details or deactivating a user.
6.    How to create and move unit of the Organization?
7.    Meaning of unit details in the organizational structure.
8.    Unit owners and members: functions, adding, deleting.
9.    Managing what can be associated with the Parent unit and Child unit.
10. Attributes of unit types and creating a new Unit type.

It may be also useful to get familiar with the rest of the content in the knowledge base section Organization that explains certain features and tips on how to use them.