Difference between revisions of "Quick Start"

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== Create users ==
 
== Create users ==
  
With the left menu, go to '''''Users & Groups Management / Users Management''''' and create, update ''users'' information.
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With the upper menu, go to '''''Users & Groups Management''''' and create, update ''users'' information.
 
For practical information on how to create and update ''users'', see [[Users & Groups]] page in this wiki.
 
For practical information on how to create and update ''users'', see [[Users & Groups]] page in this wiki.
  
 
== Create groups ==
 
== Create groups ==
 
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''Groups'' may be useful to define privileges on ''boards'' management for a their included set of ''users''.
You may decide to update ''groups'' or to create new ones. To do this, use the left menu entry '''''Users & Groups Management / Users Management'''''. Remember that ''groups'' can be assigned to one of the four profiles available in the managed processes and that the profiles determine the privileges when performing Easyboards® process tasks.
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You may decide to manage ''groups'' or to create new ones. To do this, use the upper menu entry '''''Users & Groups Management'''''.
 
For practical information on how to create and update ''groups'', see [[Users & Groups]] page in this wiki.
 
For practical information on how to create and update ''groups'', see [[Users & Groups]] page in this wiki.
  
== Finalize application settings ==
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== Create a board ==
 
 
Review and update the available application settings which allow you to customize some key behaviours of Easyboards®.
 
For more information on the available application settings and on how to update them, see [[Settings]] page in this wiki.
 
 
 
You need to complete the steps above before being able to fully benefit of Easyboards® features to manage your privacy and GDPR compliance. The order of the steps doesn't really matter, although you may find comfortable to follow the one suggested above.
 

Revision as of 13:30, 14 February 2019

In order to start using Easyboards®, you will have to do some preliminary steps.

Create users

With the upper menu, go to Users & Groups Management and create, update users information. For practical information on how to create and update users, see Users & Groups page in this wiki.

Create groups

Groups may be useful to define privileges on boards management for a their included set of users. You may decide to manage groups or to create new ones. To do this, use the upper menu entry Users & Groups Management. For practical information on how to create and update groups, see Users & Groups page in this wiki.

Create a board