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Initial Account Setup

When you first launch the Pulpstream system, there are a few things you'll want to set up right away.

  1. On your Home page, just above the Submit New Form button, click the image-area to upload a Logo Image.
    • The image you provide will be automatically resized to fit. 
    • For best results, it should be approximately twice as wide as it is tall.
    • After your first upload, a "Change Logo Image" button appears (if you have permission to modify Company Info).
  2. Next, in the Gear Menu, go to the Account Management page. 
  3. In the Company Info tab, set your company name and other information.
  4. In the Calendars tab, set your organization's working hours.
  5. If you have established groups and teams for people who will be using Pulpstream, it's a good idea to define that hierarchy now, in the Groups tab. That way, when you add new users to the system, you'll be ready to assign them to the appropriate group.
  6. Next, review the default Profiles, and see what Permissions are granted in each.
    • You will most likely find that the default profiles are sufficient for quite a while (System Administrator, Regular User, Developer, External User).
    • But you may want to create a custom profile for managers, for example, that combine a limited set of administrative privileges with some of the Developer privileges.
    • In any case, you'll need to know which permissions are granted by the different profiles, so you can select the right one when adding new users to the system.
  7. You are now ready to add Users to the system. 
  8. Next, see the Designer pages for tips on Customizing Your Stream.
  9. When your streams are working the way you want them to, consider creating help pages for them and posting a link in your account's Company Info pages. The link will then appear in every user's Personal Menu.