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Configuring a SmartSimple Instance

836 bytes added, 18:38, 24 June 2019

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=Overview=[[Configuration mode#Configuration Checklist|Configuration ChecklistSmartSimple]]==The following checklist defines is a sequence cloud-based platform that prides itself on its total flexibility; we have highly configurable options for almost every part of our system, so that you should consider when setting up can tailor your copy of [[SmartSimpleinstance]] prior to giving people access to your company's direct needs as well as your personal preferences. This page will bring you through the general chronological steps for configuring a SmartSimple instance, so that by the end of it, you have a system:that is designed for your unique business aims. 

* Configure Organization Settings =Configuration - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup]] and [[Organization Terminology|terminology]].Essentials===Configuration Checklist==* If requiredPrior to beginning your configuration, define the [[Custom Fields|custom fields]] required for organisations – add the fields read over this sequence that you need to accurately reflect should consider when setting up your business.* Create or upload organization information for both [[Internal|internal]] and [[External|external]] organizations – add organization information to copy of SmartSimple (before anyone is given access into the system).* Define [[Role|roles]] for people – add These highlight the [[Role|roles]] people play in the business to accurately reflect general topics/areas that are configurable and that will help you make your business.* Define any [[Custom Fields|custom fields]] for [[Role|roles]] – add the fields you need to accurately reflect the [[Role|roles]] people play in business.* Define or upload "people" - [[Internal|internal]] or [[External|external]] organizations – add people to the system.* Subscribe to [[SmartSimple]] [[Applications|applications]] – determine the applications required by each group of people.* Give Manager Permission to specific [[Role|roles]] – determine which groups of people are responsible an ideal tech solution for each application and featureyour company.

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||'''Configuration Organization Settings'''

||Set a [[Branding|colour scheme]], [[License definition|licensing]], [[Backup Server and Testing Instance|backup instance]] and customized [[Organization Terminology|terminology]].

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||'''Custom Fields'''

||If required, define the [[Custom Fields]] required for your organizations. These are fields that you might need to accurately reflect your business, but go beyond the standard '''Name, Phone Number, Address '''etc. 

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||'''[[Internal]] and [[External]] Organization Information'''

||Create or import organization information for the organizations in your system's [[Organization hierarchy|organization hierarchy]]. 

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||'''[[User Role|Roles]]'''

||

Define the roles that people play in your business.

 

'''Example: '''If you are a research-based company serving university grants, you might want to make roles labelled '''Peer-Reviewer, ''''''Professor, Departmental Lead '''etc.

 

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||'''[[User]] Imports'''

||Define or upload "people" (users/contacts) into their respective substrata of your [[Organization hierarchy|organization hierarchy]].

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||'''[[Global User Administrator|System Administrator]]/Manager Permissions '''

||Give high-level permissions to specific roles and choose your {{GUA}}s. Determine which groups of people will be responsible for each application and feature in your SmartSimple copy. 

|}

==[[Global Settings]]==

[[Global Settings]] are accessed though the [[Configuration Menu|Configuration]], Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] and related tabs are only available to system administrators.

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Emmy Fu

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