Getting started

NOTE: If using the AD Module, there is much more to how user administration begins. Please see the “Active Directory Module” chapter of this manual for specific instruction.

User administration begins with defining required details related to users, as well as any optional details/capabilities you wish to use, including:

1-  Setting up entities

2-  Setting up user-defined fields 

3-  Setting up user templates

Any steps related to activating an option can only be performed by a user with “Sys Admin” permissions. Once an option is activated, the details can be defined by any user with “Can access and maintain Administration functions” permissions.


More:

Setting up entities

Setting up user-defined fields

Setting up user templates