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.


In the following table, tasks that you perform for all container types in the same way are listed first, followed by tasks specific to each type of container.

Next step

Configuring record definitions

Related topics

Getting started quickly for administrators

Importing data

Setting up synchronization

Automating notifications and other actions

Setting up search queries and report definitions

Configuring the interface

Testing your configuration settings

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