First steps for the Administrator
Quick Guide · Onboarding
Initial guidance for setting up and governing the platform as an administrator.
In this guide
Essential steps
- Configure the Core: user manager, profiling and permissions, notifications and document repository.
- Register the organizational structure (companies, centers, places, positions) and, in multi-company environments, organizes the portfolios.
- Personalize the platform with the custom field manager and dynamic report and notification templates.
- Define the access policy: apply least privilege and restrict sensitive (clinical) modules to authorized personnel.
- Rely on bulk uploading via Excel for the initial data load and on integrations (API, SSO) when applicable.
Quick tipDesign the permissions model before adding users en masse. Reconfiguring access on an existing database is much more costly than starting with well-defined profiles.
Limits or points to validate
Subject to confirmation according to contract.
Do you need help with the setup?
Support can assist you with the initial setup.
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