Quick Start

From Privacy-Now
Revision as of 20:22, 9 September 2018 by Sottini (talk | contribs)
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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.....