Quick Start

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

Create users

With the left menu, go to Users & Groups Management / Users 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

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. For practical information on how to create and update groups, see Users & Groups page in this wiki.

Review and update master data tables

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Finalize application settings

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.