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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.
{| class="wikitable"
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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]].
|-
||'''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.
|-
||'''[[Internal]] and [[External]] Organization Information'''
||Create or import organization information for the organizations in your system's [[Organization hierarchy|organization hierarchy]].
|-
||'''[[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]].
|-
||'''[[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.
