How to implement?
Always the same three simple steps:
Run the initialization wizard (Initialize the environment)
Activate one or more modules via the Module activations (Module Activations)
Alternatively, you can activate a complete solution (in which case multiple modules will be activated automatically)
Run imports - only applicable when you have not yet done this via the Module activation itself.
Create and assign the user profiles (Creating and managing the user profiles)
More advanced setups (2FA, SSO, whitelisting, etc.)
The first step is only needed once for a new tenant, the other steps can be repeated per new module that needs to be activated.
What are these articles about?
Via Module Activation, different processes can be set up quickly and easily. Via a checklist, the steps to set up the process can be monitored and checked off.
Who should read these articles?
These articles are written for implementation consultants.
Articles in this section
The following articles are available in this section.
