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This series is for the Site Owner or Organization Administrator, who sets up and runs the Admin Center. It takes about 30 minutes.

Before you start: you need an active Tooling Metrics account. Finish this series before the other roles start theirs.

Set up your organization creates your first warehouse and its Warehouse Access Point. Next, configure that Warehouse Access Point in Inventory, then go on to groups, users, sequences, and currencies. Before you hand over, check the organization’s Preferences: number, date, and time formats, time zone, and base currency apply across the whole system.

After this series: the Tooling Engineer starts the Library series.

1. 1Set up your organization
2. 2Configure groups and permissions
3. 3Invite users
4. 4Set up document sequences
5. 5Configure currencies and units