ServeSuite

Initial Setup

Modified: 2008/07/29 10:34 by drichards@matrixwebs.com - Categorized as: Customer Setup
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Purpose

Setup a new customer

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Locations

Customer Setup. Initial Setup

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Setup A New Customer



a. Login as the master account.

b. Create a new company in Administration/Settings/Companies.

c. Create a new user under users and assign administration permissions, be sure to assign to the new company.

d. Log out as the master, and log in as the user you just created.

e. Setup all the needed codes, products, etc.

f. In base products select which products your company will sell.

g. In the administration area setup at least one of the following:

1. Attempt code

2. Area maint code

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