From Dolibarr Wiki
After Dolibarr installation, you must setup Dolibarr parameters to match your needs.
The first mandatory step is to define your company/foundation. For this, from home page, choose menu "Setup -> Company/Foundation" and edit informations for company or foundation you want to manage.
- Name: Name of your company or foundation
- Logo: Add here a logo of your company (.png, .jpg or .gif). There is no recommended size but the image but the recommended format is png with NO transparent layer (Dolibarr use FPDF that does not support this format).
- Pays: Don't forget to define your country because some other options depends on it.
- VAT: Also tell if you have to manage VAT or not.
Activation of modules is the second mandatory step. Modules you will enable depends on usage you want to do of Dolibarr. In most cases, you want use all modules, so you have to enable one by one each module you plan to use. For example, to manage a company, you might enable module: Third party, Invoices and Products, but probably a lot of more modules.
To activate modules that you want, go on page "Configuration -> Modules" and click on link "Activate" for each module you need.
List of standard modules is defined on page List of Modules.
If you are not sure of the meaning of a module, you can enable it one by one and see what new menu appears in Dolibarr (also after enabling a module, check that you grant to yourself permissions on new features that was enabled). You can enable or disable a module when you want.
Once module has been activated, some of them need a particular setup (click on icon that appears on the right of line if a module need its own setup). See documentation of module for more informations.
Choose here which menu manager you want to use for internal and external users. The menu manager change labels, orders and organization of left and top menus. See page Menus system for more information.
On this page, you can define force language of application and the look and feel of screens. In a first use, you can keep everything with default values.
Note: Activating multilanguage option of this screen, you wil be able to set prefered langauge of customer to print their Invocie/Propal/Order in thair own language. Product translation will also be available
Other (Boxes, Alerts, Security, Limits and accuracy, Emails, Dictionnary...)
Other entries in Setup menu are advanced options. You can forget them if you want.
- Setup Boxes
- Setup Alerts
- Setup Security
- Setup Limits and accuracy
- Setup PDF
- Setup EMails
- Setup SMS
- Setup Dictionnary
- Setup Other
The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions. To do this, you can go to the menu Home -> Users & Groups to define users and their rights. Attention you should consider to check and reset the user rights when you enable a new modules. The list of rights available depending on the enabled modules enabled (see above), it is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. To give rights to a user or yourself if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its Permission tab.
You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the Security setup.