Standard configuration
The Standard Configuration tab on the Administration Console walks you through the steps required to set up a standard configuration. Even if you plan to customize your configuration, you start by first performing a standard configuration.
Best practice
Note
To configure companies, you need an administrative account. If your account is missing a required permission, you are prompted to grant yourself that permission.
To begin a standard configuration
- From the Applications menu on the IT Home Page, choose Administrator Console > Application Administrator Console.
- On the Standard Configuration tab, the Configuration for Company field appears with the company currently selected for configuration. Check marks appear next to each configuration step completed for that company. The next step to perform is described at the bottom of the tab.
Standard Configuration tab - Select a company to configure:
- To configure a new company, click the link
Click here to create and configure a new company
. - To configure an existing company, select the appropriate company in the Configuration for Company field.
- To configure a new company, click the link
To create company components, click Next Step.
The dialog box for the next configuration task appears.Note
Alternatively, click Create next to the appropriate step.
Complete the steps in the order that they are listed on the tab. If you skip a step, you might be unable to complete a subsequent step.- To view and modify items, click View next to the appropriate item type.
- If you make changes, click Save.
Related topics
Configuring companies and organizational structures
Required Foundation configuration
Viewing and modifying standard configuration data
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