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Administering a client

The order a client is usually set up in. Each step is configuration that later steps depend on, so it is worth following the sequence the first time through.

Understand the model first​

  1. Glossary — the terms the configuration screens use.
  2. Roles and profiles — how access is granted, and the vocabulary the rest of this route assumes.

People​

  1. Create a user
  2. Edit a profile — what a profile controls.
  3. Password policy
  4. Teams and groups — how work is distributed once the users exist.

Calendars​

  1. Holidays — these affect scheduling, so set them before anyone plans against a calendar.
  2. Leave types
  3. Absence types

Workflows​

  1. Workflows — how documents move through their lifecycle.
  2. Stages and stage types
  3. Transitions — the rules, roles and actions that run when a document moves.
  4. Stage mappings

Data​

  1. Typologies — the classification the rest of the data hangs from.
  2. Custom tables — extending the data model.
  3. Importing data — bringing users, departments, employees and projects in.

System​

  1. Menu — what each profile sees.
  2. Custom style — branding.
  3. Query mentions

Where to go next​