Getting Started - Administrator's Guide

Attention !

Only users with administrative privileges have access to Admin section.

Step 1: Basic system configuration

Step 2: Defining contact groups and companies

Step 3: Defining departments of the company

Step 4: Preparing the system users' roles and permissions

Step 5: Creating a database of companies

Step 6: Adding contacts and employees

Step 7: Create system users

Step 8: Defining the material and equipment categories

Step 9: Defining job scopes and types

Step 10: Defining issue types

Step 11: Adding job visits types

Step 12: Working hours and days off

Adding meeting rooms

Configuration of labels for equipment identification

Remote support agent application - download and run only if asked by Contractors.ms Support Team