General

A new Workplace Management environment is created by the Customer Support department. The initial configuration of the environment is done by the implementation consultant(s). When first logging in to the new environment, the 'Initialization wizard' can be used to configure basic elements for Workplace Management.

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Workplace Management screen when first logging in

Only two buttons are available when first logging in to Workplace Management. The ‘Information' button links to the knowledge base. The 'Initialization wizard’ button is used to start the initial configuration process.

Initialization wizard

Step 1

When clicking on the ‘Initialization wizard' button, the process of configuring the Workplace Management environment is started. Beneath the header ‘WHAT TO DO’, a brief explanation is shown for the consultant on “what to do” during this first step.

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In the first step of the process, the consultant needs to add an administrator user for all implementation consultants involved in the customers implementation. By default an administrator is created for the Customer Support department.

Via the 'Settings to be determined' the consultant setting up the enviroment needs to enter his or her email address and selects the default language of the customer. The email address entered here is used to send the login credentials of all administrator users added. These login credentials can be used to set the administrator as partner users.

Click 'Start' once all applicable administrator users are added and the setting to be determined are filled in.

Step 2

In the next step of the initialization wizard, a checklist and remarks field become visible to register the progress of the environments initial configuration. These fields are optional to use.

On the right side additional settings to be determined are shown:

• Email logo: the default logo added to emails send from Workplace Management, can be changed to a customer logo

• Corporate identity: determines the look and feel of the Workplace Management environment (colors/logo). More information can be found via Corporate identity

• General announcement: a default announcement is generated, which is shown to users logging into Workplace Management, can be changed to a customer specific text and picture.

In the include 'Admin accounts' the administrator users generated for this environment are shown. For each of the administrators an email with login credentials is send to the initial consultant configuring the environment. These emails can be used to set up the administrators as partner users (see: Managing users ).

Administrator level

Administrators should always have the user profile “Administrator Workplace Management“ (this profile is assigned by default). There are three administrator levels available. Level 1 has the fewest rights, level 3 has the most access rights. View the help text by hovering over this option to see what access each level has.

The 3 levels of administrators are distinguished as follows:

• Level 1 – Client level. This level will provide access to the most common functionalities that are applicable for a client administrator, like user management, user profile management, module settings, bin and archive management, etc. A level 1 administrator is able to switch to other users but will not be able to switch to level 2 or level 3 administrators. A level 1 administrator is also not able to upgrade him-/herself to a level 2 or level 3 administrator.

• Level 2 – Configuration. This level will be used by the consultant which configures the client environment and enables the modules. This level will be sufficient when configuring a new default Workplace client. A Level 2 administrator is able to upgrade him-/herself to a Level 3 administrator, which will gain access to all customization options.

• Level 3 – Customization. This level will provide access to all customization functionalities. 

Data imports

In the include 'Relevant data imports ….' several imports become available to add relevant master data. The own organization/departments, own employees and supplier imports become available by default.

As soon as the initial configuration is done and all relevant steps are done, the initialization wizard can be closed via the 'Close' button. The initialization wizard can also be saved and picked up at a later moment. An overview with the not handled initialization wizard is shown on the startboard.

After the initialization wizard is at least started, any relevant module can be activated via the module activation's: Module activations.