Introduction to the setup menu The system administrator of a propertybase organization, you'll be responsible, most likely, for the daily running and care of the application. As a system administrator, keep in mind you'll have access to all the records, as well as being able to use any function in any area of the application that you need. So I want to show you quickly where you'll spend most of your time as a system administrator. When you log into propertybase, you'll get to the home screen. And when you need to do a task as an administrator, you're going to go to your name that you see up here in the blue bubble. Click on the drop-down menu. And go into the Setup section. Quick overview of the Setup section here, just so we understand what is going on. On the left, you'll a long list of the various sections of administration that you want to do. Personal Setup, obviously, pertains to your personal information, where you want to change your email app setup about different areas of the application. And Administration Setup is where you're going to do a lot of the settings for the whole organization, such as adding users. So that's what you'll see on the left, and you most often be working with that. If you need to find something quickly, there's a link at the top. For instance, if you're looking for users, you can add users, and the list will expand and let you know exactly what is in Users here, and what mentions users, so you can have a more narrow list. Because it does get kind of long. In the center of the screen, you'll see some quick links-- Add New Users, Add Multiple Users, things like that. And Import Links. This will open up the Import wizard, and help you bring in data from external sources inside propertybase. At the bottom, there's a link to the force.com communities, where you can get some tips and tricks and see what else is possible inside your propertybase organization. So that's a quick overview of the System Administration Setup screen, where, if you're a system administrator, you'll actually be spending quite a bit of time.
What is the setup menu in Propertybase?
The setup menu is the entry point to all of the configuration options you will need, to customize Propertybase for your business.
Why is the setup menu important?
It's important to know how to access this area of the application for any system administrator. Accessing the setup menu is the first step to any configuration you will need to make.
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