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If you have not completed the base system configuration steps see the ‘Next Steps’ section below to continue with setting up the required system elements.

Next Steps

• 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

  configured so that users you setup can be emailed

  • 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