These pages describe the initial configuration steps that are required to set up Contacthub.
Configuring your customer base data, user permissions and basic workspace settings
To set up Contacthub and ensure that it is ready to use, you need to configure the following:
Click the appropriate link for more about each task.
Accessing the configuration pages and parameters
All configuration tasks are carried out through the Settings page of the UI.
The Settings page
To access the Settings page, do the following:
- In the UI normal view, click the Settings tab in the Control bar.
The Settings page displays, with the Properties tab selected by default.
See Getting started and navigating the UI for more about UI page views.