Setup 101

The very first thing you should do is view the admin user account under Users, record the PIN number for this user, and immediately change your username and password (and store this somewhere safe for future reference).  You will need this PIN number in order to add or modify any software settings.

The first configuration setting that should be applied is the creation of your organization’s client file.  See “Setting up one or more locations” for further instructions.

Several core and optional modules require setup configuration in order to work properly.  You can view some of these requirements by visiting the ShelterOps Status link on the home screen.  If a required configuration setting is missing, an alert will be displayed on the ShelterOps Status screen.