Setting Up the System

These are the steps required to set up:

• Set up users and assign security roles. See Setting Up Users.

• Define years for close process activities. See Defining Years.

• Define periods for close process activities. See Defining Periods.

• Create Integration Types. See Creating Integration Types.

• Create Task Types. See Creating Task Types.

• Create Alert Types. See Creating Alert Types.

• Create attributes. See Defining Attributes.

• Turn on User Sync Process. See User Sync Process (System Maintenance)