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→Configuration Checklist
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 Organization Settings - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup]] and [[Organization terminologyTerminology|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|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.
