Difference between revisions of "Quick Start"
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| − | '''Create users''' | + | '''1) Create users''' |
With the left menu, go to user management and create, update ''user'' information. | With the left menu, go to user management and create, update ''user'' information. | ||
| Line 8: | Line 8: | ||
| − | '''Create groups''' | + | '''2) Create groups''' |
You may decide to update, create existing ''groups''. To do this, use the left menu entry. Remember that ''groups'' can be assigned to the four profiles available in the managed processes and that the profiles determines the privileges when using Privacy-Now and performing tasks. | You may decide to update, create existing ''groups''. To do this, use the left menu entry. Remember that ''groups'' can be assigned to the four profiles available in the managed processes and that the profiles determines the privileges when using Privacy-Now and performing tasks. | ||
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| − | '''Review and update master data tables''' | + | '''3) Review and update master data tables''' |
| − | + | In this step, you will update the master data used in process records. | |
For more information about master data management see also [[Settings]]. | For more information about master data management see also [[Settings]]. | ||
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| + | '''4) Finalize application settings''' | ||
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| + | Review and update the application settings. | ||
| + | For more information about master data management see also [[Settings]]. | ||
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| + | After you have completed these steps, you are ready to start with..... | ||
Revision as of 14:15, 8 September 2018
In order to start using Privacy-Now, you will have to do some preliminary steps.
1) Create users
With the left menu, go to user management and create, update user information. For more information about users, see also Users & Groups.
2) Create groups
You may decide to update, create existing groups. To do this, use the left menu entry. Remember that groups can be assigned to the four profiles available in the managed processes and that the profiles determines the privileges when using Privacy-Now and performing tasks. For more information about groups see alsto Users & Groups.
3) Review and update master data tables
In this step, you will update the master data used in process records. For more information about master data management see also Settings.
4) Finalize application settings
Review and update the application settings. For more information about master data management see also Settings.
After you have completed these steps, you are ready to start with.....
