Software Assistant Overview

The Software Assistant provides a simple way to guide users through configuring system settings. The Assistant takes the complex operation of setting up a system and breaks it into a series of simple steps. At each point in the Assistant, suggestions and helpful tips are provided when hovering over a field.

 To open the Software Assistant, go to:

  1. Global Settings
  2. Software Assistant

The Software Assistant is comprised of three main steps:

Step One: Company Account Settings

Step Two: Global Default Settings

Step Three: Default Owner Account Settings

Use the drop-down menu to navigate or jump ahead to a page:

Use the "Next" and "Back arrows to navigate through each screen.

Please read this entire User Guide for more information on each page within the Software Assistant.

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.