When getting started, you must create containers to hold and manage your data. If you used the Business Process templates, a set of containers has already been created for you.
As you select and save settings, your changes are saved in draft mode. To implement your configurations in the production environment, you must publish each container that you modify. The system validates the settings and reports any issues. You can wait to publish a container until you have configured all settings or publish as you complete each part, implementing changes in controlled steps. Publishing takes only a few moments so you can update your environment quickly.
Users must be assigned to see containers
Until you assign user roles to a container, your users cannot see it. For more information, see Setting up user groups and configuring user access below.
|See also Linking to records and data.|
|Service level management|