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For additional details on the fields presented on this screen see the Owner Configuration screen help guide.

Prerequisites

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When setting a password on a user the system will adhere to the policy you have defined.

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Next Steps

• Owner Configuration Optional Steps:

  • Optional: Branding the UI with your company logos can be performed next, see the Branding Configuration Example article for instructions. This step is not an essential base configuration step and can be performed at a later time if desired

  • Optional: you can define custom invoice and credit note numbering schemes if desired. See the Automatic Naming Configuration Example article for instructions

  • Optional: if you need to translate product names on invoices you can configure translations on locales now or at

  this time or

  • a later time. See the Locales Configuration Example for a sample configuration

  • Optional: if you wish to define custom payment types you can do so now or at a later date. See the Payment Types Configuration Example for instructions on how to add a payment type

  • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so now or at a later time. See the Payment Gateway Configuration Example for instructions on how to configure a gateway

  . This step is not an essential base configuration step and can be performed at a later time if desiredSMTP settings need to be configured so that users you setup can be emailed

• SMTP Settings Optional Steps:

  • Optional: SMTP settings allow the system to send emails. New users cannot be emailed with a link to setup their passwords until SMTP settings are configured. This step does not need to be completed until you are ready to setup new users. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings

• Users and Roles Optional Steps:

  • Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles

• Account Settings Required Steps:

  • Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings