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3 – Configuration > 3.2 Configuration tasks > Setting customer configuration

Setting customer configuration

Context

As part of the installation process, you will want to set your customer configuration in Viewpoint. This includes specifying the version of the Viewpoint software you are running and specifying the name of your organization.

To set customer configuration

  1. As an administrator with Viewpoint configuration privileges, go to the Configuration page and choose the Customer Configuration option (Administration > Configuration). For more information, see Fields: Configuration Home.

    2. The Customer Configuration form appears.

  2. Complete the fields, as necessary. For details, see Fields: Customer Configuration.
  3. When you are finished, choose Update to save your changes.

When you are redirected to the Customization Home page, you will be able to see your customer configuration settings. For more information, see Fields: Configuration Home.

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