Platform Configuration Process

This document outlines the step-by-step procedure for configuring a new user's account on the platform. The setup process includes defining company information, setting regional preferences, customizing branding, and ensuring security measures. By following these steps, users will establish a robust foundation for their platform usage.

Step 1

Begin by accessing the frontend configuration tool. This tool will guide new users through the comprehensive process of platform configuration.

Step 2

Initiate the process with the account setup. This is the initial step that lays the groundwork for further configurations.

Step 3

During account setup, users can input company information, set regional preferences, and establish branding elements such as company logo and colors.

Step 4

Complete all the required fields including company name, industry, email, phone, and address to provide comprehensive company information.

Step 5

Configure the primary contact information and regional settings. These settings will facilitate the use of correct timestamps and currency formats.

Step 6

Proceed to configure the instance details. Decide on a name for the instance and determine whether it is for production, staging, or development.

Step 7

The system will auto-generate instance URLs based on the instance name and its nature (staging or development).

Step 8

Adjust the feature settings to accommodate multi-location and multi-language capabilities as per requirement.

Step 9

Set up security settings such as Single Sign-On (SSO) or CAPTCHA, and define user limits and storage capacities. Include the branding aspect by adding the logo image URL.

Step 10

Finalize by configuring the login page, specifying the client logo and background image. Once set, users will be able to log in with their credentials and see the customized logos and images.