==Configuration Checklist==The following checklist defines a sequence that you should consider when setting up your copy of [[Configuration ChecklistSmartSimple]]==prior to giving people access to the system:
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 Organization Settings – - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup ]] and [[Organization Terminology|terminology]].* If required, define the [[Custom Fields|custom fields ]] required for organisations – add the fields you need to accurately reflect your business.* Create or upload organisation organization information for both [[Internal|internal ]] and [[External|external organisations ]] organizations – add organisation organization information to the system.* Define [[Role|roles ]] for people – add the [[Role|roles ]] people play in the business to accurately reflect 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 organisations ]] 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 for each application and feature.
==[[Global Settings]]==