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Note:  If the Support Contact is not one of the Administrative Users that has already been added, you can Invite/Create Business User (see below) for this person at this point.  This user can be set up with or without System Access.  The information that is associated with this user shows as contact information in system emails.  The Support Contact's name, email, and phone shows up in many of the system notifications.

Organization Management

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OrderRequiredTaskResponsible Role(s)Brief Description
10NoOrganization Management

System Administrator

Process Administrator

  • Set up the organization name
  • Set up the organization contacts
  • Set up the default theme and theme driver
  • Set up the logos

     

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Create Attribute Revision

Order

Required

Task

Responsible Role(s)

Brief Description

15

No

Use a Attribute Revision to make changes to the attributes

System AdministratorProcess Administrator

 

  • Add or modify existing system data (attributes) like Company, Business Unit, Department, etc.

     

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