Modified on: Fri, 17 Feb, 2017 at 11:12 AM
Automated Setup is designed to give quick start with basic settings to the User. When the user login to Fusionmint for the first time the following page comes on the screen. This first page gives idea of what Fusionmint is, what it does and what are the platforms on which it works. To begin with the initial Setup required to get started with Fusionmint, click on next as highlighted.
The next screen tells about the steps involved in setup and an option to skip the On boarding Setup (Automated Setup). To begin the On boarding setup click Next, present in right hand side bottom and to skip the setup click on "Skip Onboarding ".
When you click on Next to begin the setup, in the next screen it ask you to type in the name of the Organization and select the desired Application you want to install in the Workspace. While selecting the applications it gives you three options to select from and they are:
1. Sales and Marketing CRM
2. Project Management (Coming soon)
3. Custom Solution
After selecting the app click NEXT and invite members to the Workspace by typing in their e-mail address and then click on Finish. Now you will be able to see the apps installed in the Workspace if you have selected anyone of the first two options and you are ready to go with the initial setup now. When On boarding setup is followed selecting the system apps like Sales & Marketing CRM and Project Management, the Domains (Member Domain is created by default) created under such Workspaces gives full access to all the applications and its fields. The Application and the field access can be changed later on if required. To control the access of the Application and fields go through the following article:
The top two are ready to use predefined app templates. If the above two does not meet your business criteria then you can go for the third option that is Custom Solution.
If you select the third option which is custom solution, then you will get option to create your own customized apps in the Workspace. This app lets you customize the app fields,their access and actions that can be performed on the application by the user such as view, create, edit and delete. Following is what you see when you select the third option.
Click on Application
to create the app. For more Information on how to create and Install Applications click here
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