Setup: Quick Start Guide
These items will help you go live with ZeeHub.
It is assumed that you have finished the tutorial and completed the pre-setup guide. These are critical to early success!
1. Franchise Settings: Roles and Fields
Go to "Franchise Settings" from the Dashboard.
define how you refer to each role within the company.
The defaults are Corporate, Franchise Development, Franchisee, Staff, Candidate
These fields appear on all Franchisee profiles.
These fields appear on all Candidate profiles.
These fields appear on all unit profiles.
Related Guide(s): Customization tutorial
2. Add People
If you are trying to have the system fully set up before giving anybody access, do this step last!
When someone is added into the system, they get an email notification with login credentials.
Related Guide(s): Adding Users
5. Create Message Templates
Related Guide(s): Message Templates tutorial