Admin and Setup

Lessons

1. 01

   Users and role profiles

   This lesson shows you how to add a person to Parsimony, give them the right access, and turn them off when they leave. It is for system managers.

   2:50 film · written guide · quick check

2. 02

   Roles and permissions

   This lesson shows you what a role is, how to read the rights a role has on a document, how to restrict one person to one warehouse or customer, and how to check what a person can see.

   2:46 film · written guide · quick check

3. 03

   Your company record

   This lesson tours the company record in Parsimony, and explains why a few of its settings should be decided once, at the start.

   2:38 film · written guide · quick check

4. 04

   Document numbering

   This lesson shows you how Parsimony builds document numbers, and how to check and shape them safely.

   2:55 film · written guide · quick check

5. 05

   Print formats and letterheads

   This lesson shows you where the look of your printed documents is decided: the print format, the letterhead and Print Settings. It is for system managers, and nothing here saves anything.

   2:51 film · written guide · quick check

6. 06

   Email setup

   This lesson shows how Parsimony sends email, and what "if your site is set up to send email" means in the other lessons. It is for system managers.

   2:38 film · written guide · quick check

Next course: Getting Your Data In