Getting started
Set a workspace up: locations, people, licences and the first apps.
- Set up your workspaceThe order that saves rework: locations, then administrators, then everyone else, then one real record.
- Licences and rolesTwo licences decide which interface someone uses; five roles decide what they may do there.
- Scoping accessFour scopes narrow what a permission reaches, and each one means something different.
- The appsEach app is a part of the business you can switch on. Your plan includes some; more can be added.