Setup Wizard

Site Administrators can use the Setup Wizard to complete essential configuration tasks with step-by-step guidance.

To use the ShareBase Setup Wizard:

  1. In ShareBase Administration, click Setup Wizard.
    The Setup Wizard welcome page is displayed.
  2. Click Start.
  3. On the Users page, add or edit ShareBase user accounts.

    • To invite a new user to ShareBase, click Add User. Then, enter the new user's email address. For more information, see Adding New Users by Invitation.

      Note:

      You cannot enter display names for users added by invitation. An invited user provides a display name upon accepting the invitation to join ShareBase.

    • To edit an existing user, click on the user's name. For information about available user settings, see Editing User Account Information.

  4. Click Next.
  5. On the Pending Users page, send new invitations to pending users as needed. For more information, see Viewing Pending User Invitations.
    To resend an invitation:
    1. Click the user's email address.
    2. Edit the user's email address if necessary.
    3. Click Send Email.
  6. Click Next.
  7. On the User Groups page, add or edit ShareBase user groups.

    • To add a new user group, click Add Group.

    • To edit an existing user group, click the name of the user group.

    • To add or remove user group members, click Edit Members.

    • To edit sharing settings for a user group, click Edit Policy. For more information about these settings, see Configuring Sharing Rights and Configuring Shared Link Settings.

  8. Click Next.
  9. On the Libraries page, add or edit ShareBase libraries.

    • To add a new library, click Add Library.

    • To edit the name of an existing library, click the library's name.

  10. Click Next.
  11. On the Library Shares page, select the library you want to share from the Current Library drop-down list.

    • To create a new share for the selected library, click Add Share. If the library is not yet shared, click Library is not shared. For more information, see Sharing Libraries.

    • To edit share rights for an existing user or user group, select the user or user group from the list. For more information, see Modifying and Removing Share Rights.

  12. Click Next.
  13. On the Password Policies page, add or edit password policies. For information about password policy settings, see Creating a New Password Policy.

    • To create a new password policy, click New Password Policy.

    • To edit an existing password policy, select the policy from the list.

    • To activate a password policy, select the Active setting for the policy.

  14. Click Next.
  15. On the Deployment Settings page, modify deployment settings as needed. For information about available settings, see Deployment Details.
  16. Click Next.
  17. On the Complete page, click Home to return to the ShareBase Administration Home view.