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Calpendo Quick Start Configuration Guide
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5. When finished press OK.
6. Press the Submit project request button.
See Creating Projects chapter in the Calpendo documentation.
Email
If Calpendo is hosted by Exprodo Software, then the email will already be configured.
Otherwise, go to Admin->Global Preferences and configure the email tab as described in
Global Preferences 447 Email chapter in the Calpendo documentation.
Users
Any new users should be sent a link to the Calpendo Login page, and told to use the
Register New User button to make a user request.
If email is set up correctly, the administrator should get an email telling them about each new
user request. To approve a user, go to Admin->User Request. For each user to be
approved:
1. Click on the Login Name.
2. Set Status to Normal.
3. Set the Roles to be assigned to the user.
4. In the Projects Tab at the bottom click on Please Select a Project to add and select
the projects to be added to this user. (A user needs to be associated with a project
before they can use it to make a booking).
5. Press the Save button.
See the The User Approval Process 153 and The User Requests Page 153 chapters in the
Calpendo documentation.
If the users are going to be created by the administrator, go to User->Search, press the
Create button to create a new user. Remember to allocate any projects to that user. At least
one user should be set up with the Admin role 450 . It is advisable to leave the initial Admin and
Root users alone as this allows Exprodo Software access to your Calpendo in the event of
any problems. For more help read the Modifying Users 163 chapter.
Next Steps
Once the above configuration is done, Calpendo will be ready for use.
Calpendo is now working, but there are many additional features or configuration options that
are available. To see what else could be configured, see the Before Going Live section of the
Initial Configuration chapter in the Calpendo documentation.
It would also be advisable to read through the Calpendo Users Guide chapters on the
Bookings Calendar in order to get a full understanding on how the calendar 446 works and the
chapters on The Booking Approval Process 138 and The Booking Request Page 139 in the
Calpendo documentation in order to understand how to approve bookings.
If there are any questions, please email [email protected].
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