Setting Up the System
These are the steps required to set up:
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Set up users and assign security roles. See Setting Up Users.
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Define years for close process activities. See Defining Years.
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Define periods for close process activities. See Defining Periods.
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Create Integration Types. See Creating Integration Types.
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Create Task Types. See Creating Task Types.
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Create Alert Types. See Creating Alert Types.
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Create attributes. See Defining Attributes.
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Turn on User Sync Process. See User Sync Process (System Maintenance)