- 01
Create the company
Enter the tenant/company identity and required platform settings.
- 02
Confirm installation/status
Make sure the company is installed/active according to your subscription lifecycle.
- 03
Create the first Company Admin
Provide a unique administrator login and require the customer to manage its own users from there.
- 04
Set module scope
Enable only the suites/modules/features included in the agreed package.
- 05
Hand over setup guidance
Direct the customer to the Getting Started guides before live data entry.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.