5.3 Setting up WiseIndex

WiseIndex has two basic types of login. One is SystemAdmin login another is normal login.There must be one user with systemadmin role.Without this role,WiseIndex setup is not possible.Once the systemadmin login into the system,he/she will be taken to first set up page. There he/she has to set up the system as below order:

1.Enterprise details

Systemadmin has to add an enterprise before starting WiseIndex.
To add an enterprise,complete the steps:

• Enter a name
• Enterprise phone,Email id
• Enter address
  

Then click next

2.Set up mail

Then it is required to set up a mail server and test mail server setup.Follow the steps:

• Enter an email id
• Enter password
• Enter valid hostname,port number
• Enable SSL.
  

Once email configuration is completed,you can send a test mail.To send a test mail,enter email details and send.

3.Add roles

Then add roles.For the steps of adding a role view the topic Add role

4.Add user

Once role is created,assign the role to a user.For creating the user,see the topic Add user

After creating roles,add departments and projects.

5.Add departments

To add departments,see the topic Add departments

6.Add projects

To add projects,see the topic Add projects

Your profile set up is 100% completed.Now you can login into WiseIndex with your userid and password and start exploring the software.