PolyglotBot: Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

2021-06-28T22:34:26Z

Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

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	[[en:~~Configuração_inicial~~]]		[[en:First_setup]]
	[[fr:Premiers_paramétrages]]		[[fr:Premiers_paramétrages]]
	[[de:Grundeinstellungen]]		[[de:Grundeinstellungen]]

PolyglotBot: Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "Configuração_inicial" update.

2021-06-28T22:33:53Z

Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "Configuração_inicial" update.

← Older revision		Revision as of 22:33, 28 June 2021
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	You can edit links on the English source page : ~~First_setup~~ -->		You can edit links on the English source page : Configuração_inicial -->
	[[en:~~First_setup~~]]		[[en:Configuração_inicial]]
	[[fr:Premiers_paramétrages]]		[[fr:Premiers_paramétrages]]
	[[de:Grundeinstellungen]]		[[de:Grundeinstellungen]]
	~~[[es:Primeras_configuraciones]]~~
	~~[[zh:设置]]~~
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	~~<!-- BEGIN origin interlang links -->~~
	~~<!-- You can edit this section but do NOT remove these comments~~
	~~Links below will be automatically replicated on translated pages by PolyglotBot -->~~
	~~[[fr:Premiers_paramétrages]]~~
	~~[[de:Grundeinstellungen]]~~
	~~[[en:First setup]]~~
	[[es:Primeras_configuraciones]]		[[es:Primeras_configuraciones]]
	[[zh:设置]]		[[zh:设置]]

PolyglotBot: Adding interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

2021-06-28T22:33:08Z

Adding interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

← Older revision		Revision as of 22:33, 28 June 2021
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			<!-- BEGIN interlang links -->
			<!-- Do NOT edit this section
			Links below are automatically managed by PolyglotBot
			You can edit links on the English source page : First_setup -->
			[[en:First_setup]]
			[[fr:Premiers_paramétrages]]
			[[de:Grundeinstellungen]]
			[[es:Primeras_configuraciones]]
			[[zh:设置]]
			<!-- END interlang links -->

	<!-- BEGIN origin interlang links -->		<!-- BEGIN origin interlang links -->
	<!-- You can edit this section but do NOT remove these comments		<!-- You can edit this section but do NOT remove these comments

Eldy at 10:29, 18 June 2021

2021-06-18T10:29:19Z

← Older revision		Revision as of 10:29, 18 June 2021
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	[[fr:Premiers_paramétrages]]		[[fr:Premiers_paramétrages]]
	[[de:Grundeinstellungen]]		[[de:Grundeinstellungen]]
	[[pt:~~Configuração_inicial~~]]		[[en:First setup]]
	[[es:Primeras_configuraciones]]		[[es:Primeras_configuraciones]]
	[[zh:设置]]		[[zh:设置]]

Bruno: copied from english page

2021-06-15T20:49:48Z

copied from english page

New page

[[fr:Premiers_paramétrages]]
[[de:Grundeinstellungen]]
[[pt:Configuração_inicial]]
[[es:Primeras_configuraciones]]
[[zh:设置]]


[[Category:Admin_en]]
{{TemplateDocUser}}

After completing the initial installation, you must configure parameters in Dolibarr to match your needs.

=Company/Organization=
The first mandatory step is to define your company/organization information. For this, from home page, choose menu "'''Home->Setup->Company/Organization'''" and add the information for your company/organization.

*'''Name:''' Name of your company/organization
*[[File:Logo size.jpg|thumb]]'''Logo:''' Add here a logo of your company (.png, .jpg or .gif). It can accept any size but it is recommended to use a logo with 130 pixels height and up to 800 pixels width. Here is a little scheme on what will be the result on the PDF. The recommended format is png with NO transparent layer (Dolibarr uses FPDF that does not support this format).
*'''Logo (squared):''' Add here your squared logo (.png or .jpg) that will be used in the top right corner of the application
*'''Fiscal Year:''' Define your starting month of yiscal Year
*'''Country:''' Define your country: other options depend on this selection.
*'''Sales Tax (VAT) Management:''' Define how you manage Sales Tax (or not).
*'''Second type of tax:''' Define if you would like to use second type of taxe (or not).
*'''Third type of tax:''' Define if you would like to use third type of taxe (or not).

=Modules=
[[File:List of modules en.png|alt=List of modules|thumb|List of modules]]
The activation of modules is the second mandatory step. Which modules you will activate depends on what you want to do with Dolibarr. In most cases, you may want to use all modules. You have to activate each module one by one. For example, to manage a company, you might activate at least modules Third party, Invoices, and Products, but probably many more.

To activate a module, go to page "'''Home->Setup->Modules'''" and click the button 'on/off' in the "Status" column to enable it.
*The module is '''on''' if the 'on/off' button is like [[File:On off button on.png|alt='on/off' button in on position|'on/off' button in on position]]
*The module is '''off''' if the 'on/off' button is like [[File:On off button off.png|alt='on/off' button in off position|'on/off' button in off position]]

The list of standard modules is defined on page [[:Category:List of Modules|List of Modules]].

If you are unsure of the function of a module, you may activate it and see what new menu item appears in Dolibarr (the horizontal bar), also after activating a module, check that you grant to yourself permissions on new features that were enabled. You can activate or deactivate a module when you want.

Once a module has been activated, it may need further configuration (click on the setup icon that appears on the right of module line if a module needs its own setup). See [[:Category:List of Modules|documentation of module]] for more information.

=Display=
[[File:Display settings EN.png|alt=Display settings|thumb|Display settings]]
On this page, you can set the default language of application and the look and feel of screens. In a first use, you can keep everything with default values.

==Language==
In the language settings, you can set the Default Language. By default it is set to "Auto Detect".
''Note:'' Activating multilanguage option will allow you to be able to set the preferred language of customers, to print their Invoice/Proposal/Order in their own language. Product translations will also be available.

==Default skin theme==
In Dolibarr you have two different skins :
* eldy [[File:Eldy Theme thumb.png]]
* md [[File:Md theme thumb.png]]
More skins can be downloaded on the dolistore [https://www.dolistore.com/4-skins]
<br />
You can also personalize the skin color, and look in this setup

==Miscellaneous==
On this section, you have all the default values of features like, javascript functions, length of lists, first day of the week, etc.
<br />
You can also put a "Message of day" that will be displayed for all the users. In this message, you can use the [[Variable substitution system]]

==Login page==
On this section, you can customize the login page with a message and a background image. In this message, you can use the [[Variable substitution system]]
<br />
It is also possible to hide/show the "'''Need help or support'''" link on login page

=Menus=
[[File:Menu Setup.png|alt=Menu Setup|thumb|Menu Setup]]
Choose here which menu manager you want to use for internal and external users and for computer or smartphone. The menu manager changes the labels, orders and organization of the left and top menus.
See page [[Menus system]] for more information.

==Menu handlers==
The software comes with two different menu handler :
* Eldy : It is the default menu, the menu entries are centralized and hard coded. You can add entries on this menu but not change the default menu entries.
* Auguria : It is a database menu manager. This menu can be fully customized to your needs.
In the Menu handlers tab, you can choose the menu for internal and external users and for computer or smartphone.

==Menu Editor==
In this tab, you can customize each menu entry of '''auguria''' menu or the additional entries of '''eldy '''menu and create new entries

==Miscellaneous==
In this tab, you can choose the behavior of the unauthorized menu entry. By default, the unauthorized menu entry are in gray, but can be hidden.

=Other (Widgets, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...)=
Other entries in Setup menu are advanced options. You can ignore them if you want.

*[[Setup Translation]]
*[[Setup Default values/filters/sorting]]
*[[Setup Widgets]]
*[[Setup Alerts]]
*[[Setup Security]]
*[[Setup Limits and accuracy]]
*[[Setup PDF]]
*[[Setup EMails]]
*[[Setup SMS]]
*[[Setup Dictionnary|Setup Dictionary]]
*[[Setup Other]]

=Users=
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 module. The list of rights available depends on the activated modules (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 the 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 newly created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu [[Setup Security]].

Configuração inicial - Revision history

PolyglotBot: Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

PolyglotBot: Updating interlang links (links to translated versions of this page in other languages) triggered by origin English page "Configuração_inicial" update.

PolyglotBot: Adding interlang links (links to translated versions of this page in other languages) triggered by origin English page "First_setup" update.

Eldy at 10:29, 18 June 2021

Bruno: copied from english page