Setting up a New Site

Functionality Already Built:


Setgroups for the following:

  • Admin User
  • Client
  • Employees
  • Entity
  • Events
  • GeoZones
  • Individuals
  • Organisations
  • Primary Organisation 
  • Suppliers
  • Unisite Management Entity

Basic Create, View and Edit layouts are created for each (Though no Create Layout for some).
Admin Users and Primary Orgs can be created from Unisite Management Entity.
Employees and Clients can be created from the Primary Org.

There is a Primary Org Entity created with accounting system active, so to edit the Primary Org details to your Primary Org, click Unisite Management Entity, then Organisations, then click the edit link for the entity name Primary Org and fill in the relevant details.

Click Navigation to see existing navigation already set up.
Click Financial Dashboard to see the Primary Org Financial Dashboard. From there you can change the Back to Primary Org button to show the correct company name. It is mirror copied so will change everywhere it is copied to.
Also check the Setup Page to change Site Name and Site Email Name are updated. 
Check Template to change the Favicon and make other basic template changes. Click Delete Favicon to delete the current favicon so you can add a new one.

Othe pages and functionality already set up:
  • Accounting
  • SMS & SMS Templates
  • Email & Email Body & Content Templates
  • Communication Dashboard
  • Email Queue
  • Shop
  • BPA
  • Ajax Groups
  • Maintenance Mode
  • Forgot Password
Accounting note:
Check and configure the financials years required.

Required pages for accounting system to work - first term is the page keyword which must be exactly the same as it is here for the functionality to work:
  • Accounting page containing the Accounting module
  • Business-process-administration page containing Business Process Administration module
  • Quotation page containing Quotation System module
  • Invoices page containing Bank module
Global ID Generation is already set up including relevant APIs
See here: docs.google.com/drawings/d/1pRlNgCs74kDrIl8KEZEBgdu1bd2ADRGRTjzdhbF6T00/edit



Navigation
Global ID Generation Source
Unisite Management Entity
Accounting
Primary Org Financial Dashboard
Setup
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