Home > SI Documentation (v12) > Administrator Guide > Setup

Setup

Overview

 

This explains how to set up SI with your default information/settings.

Details

Quick Setup

 

To set up SI you can use the Quick Setup interface.  Most of these settings can also be accessed in other interfaces within SI, e.g. within the Project Editor for making changes specific to the project.

 

 

The Quick Setup interface has four main sections for setting up the most common lists/settings in SI:

 

Control Panel

 

For a complete list of settings or to modify anything previously set up for SI, go to the Control Panel.

 

 

This will open the Control Panel interface where you can change your SI settings. The interface is broken down into sections: Application, Catalog, Project, Report, QuickBooks. Each section has various settings.

 

Considerations

 

You may not have access to all settings depending on your User Group Permissions.

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