First login and navigation

This article explains first login and navigation in the Getting Started module. You need the Getting Started Manager role or equivalent permissions.

Steps

1. 1Open Getting Started from the main menu and select Configuration.
2. 2Choose First login and navigation and click New.
3. 3Complete the required fields. Fields marked with a red border are mandatory.
4. 4Save, then use Preview to check the result before activating.
5. 5Activate the record. Changes apply to new transactions only.

API reference

GET /api/v1/getting-started/first-login?company=GM01
Authorization: Bearer <token>

200 OK
{ "items": [ { "id": 1042, "status": "active" } ] }

Video walkthrough

Attachments

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