Difference between revisions of "Quick Start"
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== 1) Create users == | == 1) Create users == | ||
| − | With the left menu, go to '''''Users & Groups Management / | + | With the left menu, go to '''''Users & Groups Management / Users Management''''' and create, update ''users'' information. |
For more information about ''users'' management, see also [[Users & Groups]] page in this wiki. | For more information about ''users'' management, see also [[Users & Groups]] page in this wiki. | ||
| − | |||
| − | You may decide to update | + | == 2) Create groups == |
| − | For more information about groups see | + | |
| + | You may decide to update ''groups'' or to create new ones. To do this, use the left menu entry '''''Users & Groups Management / Users Management'''''. Remember that ''groups'' can be assigned to one the four profiles available in the managed processes and that the profiles determine the privileges when performing Privacy-Now process tasks. | ||
| + | For more information about ''groups management'', see also [[Users & Groups]] page in this wiki. | ||
Revision as of 20:22, 9 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 Users & Groups Management / Users Management and create, update users information. For more information about users management, see also Users & Groups page in this wiki.
2) Create groups
You may decide to update groups or to create new ones. To do this, use the left menu entry Users & Groups Management / Users Management. Remember that groups can be assigned to one the four profiles available in the managed processes and that the profiles determine the privileges when performing Privacy-Now process tasks. For more information about groups management, see also Users & Groups page in this wiki.
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.....
