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.

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