Category:Setup

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The Setup area gives users and administrators the ability to configure the platform and access advanced features. Other than normal application usage, all other functionality regarding the platform can be performed in Setup, such as all user information is configured, company information can be set, data can be imported or exported, objects can be customized, etc.

Roles and Access to Setup Options

The Setup options available to you depend on your assigned Role.

Learn more: Role Based Access Permissions

Accessing Setup

  1. Click Setup in the Navigation Bar
  2. Click the [+]/[-] icons in the UI to expand or collapse the option list

Subcategories

This category has the following 6 subcategories, out of 6 total.

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