Administrator Checklist for Software Setup
Updated
Follow this administrator checklist for software setup to ensure your system is secure, branded, and ready for your team.
Work through this list once, in order. Each step takes a few minutes.
- Change the default administrator password. Open your name in the top-right corner of the admin panel, then Profile.
- Enable two-factor authentication for every administrator. See Turn on two-factor authentication.
- Set your company details in ERP Settings: legal name, address, phone number and email. These appear on invoices and emails.
- Upload your logo in Settings (admin branding) and CMS > Header & Footer Navigation (website header).
- Configure outgoing email so password resets, invoices and ticket replies are delivered correctly.
- Enable the payment methods you accept under ERP Settings > Payment Methods.
- Create roles before users. Decide who needs what access, then build roles in Roles & Organisation. See Roles and permissions explained.
- Invite your team and assign each person the minimum role necessary to perform their job effectively.
- Schedule backups and ensure at least one copy is stored off the server. See Backups: what is saved and how often.
- Conduct a test backup and restore it on a separate copy. A backup that has never been restored is merely a hope, not a plan.
Once all ten steps are completed, publish your website pages and launch the store.
Understanding User Roles and Permissions
Establishing user roles and permissions is a vital step in managing your system effectively. This process ensures that each team member has the appropriate access level to perform their tasks while safeguarding your data.
When creating roles, consider the following:
- Identify Job Functions: List the various job functions within your organisation. Understanding each role's responsibilities will help you determine the necessary permissions.
- Limit Access: Grant the minimum permissions required for each role to reduce the risk of unauthorised data access. This principle of least privilege is essential for maintaining security.
- Regularly Review Roles: As your organisation grows and evolves, periodically review and update roles and permissions to ensure they remain relevant.
- Test Permissions: After setting up roles, test them by logging in as different users to confirm that each role has the correct access. This step helps identify any potential issues before they affect your team.
By thoughtfully configuring user roles and permissions, you can enhance both operational efficiency and security within your organisation.