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Your workspace · Tenant admin

Finish setting up your workspace

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A service can be switched on and still not work: nobody holds the role its approval step asks for, or a step reads a record type that has no rows. The Setup list works this out from the services you have.

Steps

  1. Press Finish setting up on the bar at the top of the workspace, or open Manage > Setup.
    The bar at the top of the workspace saying 6 things are still to set up, with its Finish setting up button outlinedThe bar at the top of the workspace saying 6 things are still to set up, with its Finish setting up button outlined
  2. Read the list. Items are grouped by the service that needs them; each says what is missing, why it matters and what to do.
  3. Press Open it on a role item to go to Roles, or Add records on a records item to go to Records with that record type chosen.
    A setup item asking to define a role, with its Open it button outlinedA setup item asking to define a role, with its Open it button outlined
  4. Fix the item, then return to Setup.
  5. Repeat until the card reads Ready to use.
    The Ready to use card outlined, above the list of items doneThe Ready to use card outlined, above the list of items done

What you will see

  • While items remain, a bar on every page for tenant admins: “N things still to set up before your services work.”
  • Finished items listed under Done.

Common problems

  • A request stops at an approval and nothing happens. The step was addressed to a role nobody holds. Give the role to someone, see Define a role and give it to people.
  • The list comes back after it was clear. A new service needs something. The list is not kept by hand; it is read from what your services ask for.
  • Members cannot see the bar. Only tenant admins can fix what it lists, so only they see it.