Configuration Checklist

From SmartWiki

The following checklist defines a sequence that you should consider when setting up your copy of SmartSimple prior to giving people access to the system:

• Configure Organisation Settings – set colour scheme, licensing, backup and terminology.
• If required, define the custom fields required for organisations – add the fields you need to accurately reflect your business.
• Create or upload organisation information for both internal and external organisations – add organisation information to the system.
• Define roles for people – add the roles people play in the business to accurately reflect your business.
• Define any custom fields for roles – add the fields you need to accurately reflect the roles people play in business.
• Define or upload "people" - internal or external organisations – add people to the system.
• Subscribe to SmartSimple applications – determine the applications required by each group of people.
• Give Manager Permission to specific roles – determine which groups of people are responsible for each application and feature.