Home > SI Documentation (v13) > Administrator Guide > Setup




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


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.


start menu.png


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


qs ui.png

Control Panel


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


start menu.png


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.


control panel ui.png



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

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