Base System Configuration

Service Flex Units

Basic System Setup

Working with you through an online meeting, we will set up basic system data in line with your requirements, including:

  • Company Details, Languages and Preferences
  • Bookable Meeting Resources
  • User Groups
  • Company and Group-level User Permissions
  • Lookup Values (to populate Drop-Down Lists etc.)
  • Sales Tax Setup for your local market
  • General (Master) Email Template
  • Email template ‘From’ addresses (all Templates)
  • Social Scout – Configuration of Company Social Network IDs
2 Units

Advanced User Permissions Setup

Work with you to define desired permissions structure, and configure Shared Permissions to implement defined rules.

1 Unit

Extra Data Configuration

Work with you to identify requirements for additional data fields and custom objects. Configure up to 5 Extra Fields and up to 2 Extra Data Objects.

1 Unit