First Steps

With a new installation, take these initial steps:

  • Sign on with the ADMIN user and with the password you have been given from ExtraView
    • Click the Administration button on the navigation bar,
    • Click on the Operational Tasks tab
    • Click on User Account Maintenance
    • Create your own user account, making sure you give this new account administrative privileges by checking the Administrator box within the Select user roles section
    • Create accounts for other users who will use ExtraView initially, giving them access to the role that best suits their use of the software. If you want to create additional roles at this time, view the Administration Guide within this site
  • If you do not want to use all the pre-configured Business Areas
    • Click on the Administration button in the top navigation bar
    • Click on the Site Configuration tab
    • Click on Grant Security Privileges. Use the * Permissions to a group of keys * Access control to Business Areas to turn off the access to the business areas you do not want to use. You may always turn them on again later, or you can create new Business Areas for your own purposes.
  • Upload your company logo at Admin --> Initial Setup --> Upload your Company Logo