What steps should I take to setup Contactous for my organization ? As an administrator, there are 3 important steps to be taken:
Step 1 - Divide the users who will access Contactous into groups. There are two types of groups - Users and Administrators. We suggest that you follow the best practice to give you a safe quick start - Create only one Administrator group with Organization Administrator in it and one (or several) user groups for the rest of organization. By default, one group of each type is already present in default setting and it is a good starting point.
Step 2 - Now create a contact for every user who is going to access the system through "Add > New Person" option. You will need to provide them login access by creating their user id / password and assign them to a group for access privileges. This is done through "Access" tab. Again, it is a best practice to put in all users into a non-Administrator group irrespective of their hierarchy. The users are then ready to access the web application or send the scanned images of their business card from mobile application.
Step 3 - Inform all your users to start using the system. All they need to do is to take a photo of their business card. The mobile app is used only to take the photograph of cards. The data can be analysed from the web based application accessed through www.contactous.com
These 3 steps will get your organization started on Contactous.
There is one optional step you might want to consider - Contactous creates an exclusive environment for you where you can customize the entry and reporting of the data fields. Study on what specific data fields are required in your organization and create them. For example, you might want to keep registration code for companies, number of children for individuals or a special remarks fields for both - you will need to create these field in your environment from Admin > Field Constructor option. You will need administrator access for it.
How can I segment my organization's users ? Users who are not Administrators have same privileges. They can view all the records but can edit and delete only their own records. Users can be categorized into groups like departments (eg, Marketing, Sales, Manufacturing), regions (eg, Asia, Europe, Africa), etc. An administrator can create the user groups from Admin panel.
I have been given a new account. How can I get Administrator privileges ? By default, a new user does not get Administrator privileges. The best practice is for the administrator to create a group for all users who need this access and then assign individual users to it. You should ask your organization's Contactous administrator to provide you the access.