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.

Role aliases define how you refer to each role within the company. The defaults are Corporate, Franchise Development, Franchisee, Staff, Candidate.

Person Attributes: These fields appear on all Franchisee profiles.
Candidate Attributes: These fields appear on all Candidate profiles.
Unit Attributes: 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

3. Add Units

Now that your fields have aleady been defined:

Related Guide(s): Adding Units & Assigning Owners, Units tutorial

4. Add Files to the Library

Related Guide(s): Library tutorial, Library Overview

5. Create Message Templates

Related Guide(s): Message Templates tutorial

6. Create Task Lists

Related Guide(s): Tasks tutorial, Task templates tutorial

7. Create Reports in "Metrics"

Related Guide(s): Metrics tutorial, Metrics Oerview

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