Company and industry
Confirm the business model, regional settings and subscription.
Recommended setup order
Locations
Create branches or operating sites before importing location-specific data.
People and access
Create roles using least privilege, then assign location access.
Opening data
Use templates and review validation results before committing imports.
Documents and notifications
Configure numbering, layouts, delivery channels and escalation rules.
Acceptance checks
Test key workflows with each role before inviting the full team.