Standard Professional Advanced
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The Setup Assistant will load automatically the first time a super user logs in to a new ProWorkflow account and will guide you through setting up your account. It also lets you add staff and client users and customise common settings.

 

The Setup Assistant is really easy to use but we've included details below for each part just in case you have any questions.

"Make it Yours!" section
Date & Time:

  1. Select the current date using the calendar tool
  2. Enter the current time using the drop-down boxes
  3. Click Next
Setup Assistant
 
Your Company Profile:

  1. Enter your Company Information
  2. Click Next
Setup Assistant
 
Your Personal Profile:

  1. Enter your Personal Information
  2. Click Next
Setup Assistant
 
Your Staff Users:

  1. Click Add Staff User
  2. Enter Contact Details for the user
  3. Enter a login name, password and enable Allow to Login if required
  4. Click Update
  5. Edit or Delete Users using the relevant links
  6. Click Next
Setup Assistant
 
Currency & Terminology:

  1. Select your currency
  2. Enter a new term to describe your work if required
  3. Click Next
Setup Assistant
 
View Settings:

  1. Select the Default Page to view when you log in.
  2. Select whether to default to view all items or your own.
  3. Select the default no. of records to show per page.
  4. Click Next
Setup Assistant
 
Email Alerts:

  1. Select whether to enable Email Alerts by default
  2. Enter an address that will receive Project Requests
  3. Click Next
Setup Assistant
 
Look & Feel:

  1. Upload a custom logo if required
  2. Choose a color scheme
  3. Click Finish
Setup Assistant
 
"Lets get started!" section
Your Staff Users:

  1. Click Add Staff User
  2. Enter Contact Details for the user
  3. Enter a login name, password and enable Allow to Login if required
  4. Click Update
  5. Edit or Delete Users using the relevant links
  6. Click Next
Setup Assistant
 
Your Staff Permissions:

  1. Use the check boxes to set user permissions
  2. Click Update
  3. Click Next
Setup Assistant
 
Your Client Companies:

  1. Click Add Client Company
  2. Enter the Company Information
  3. Click Add Address Now to add these details
  4. Click Update
  5. Edit or Delete Companies using the relevant links
  6. Click Next
Setup Assistant
 
Your Client Contacts:

  1. Click Add Contact for the relevant company
  2. Enter the Contact Information
  3. Enter a login name, password and enable Allow to Login if required
  4. Use the check boxes to set user permissions
  5. Edit or Delete Contacts using the relevant links
  6. Click Next
Setup Assistant
 
Project Categories:

  1. Click Add Category
  2. Enter a Name and Display Order
  3. Click Update
  4. Edit or Delete Categories using the relevant links
  5. Click Next
Setup Assistant
 
Project Settings:

  1. Select the Default View when creating a Project
  2. Select the Default Category when creating a Project
  3. Select whether to enable Client View by default
  4. Enter a default Title and Description
  5. Select the option for the Default Date
  6. Select the default Task/s to add to a Project
  7. Select the default Extra Functions/Tools
  8. Click Next
Setup Assistant
Setup Assistant
 
You can change or override any default settings you choose and you can run the Setup Assistant again at any time using the link the ADMINISTRATION section.
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