Your industry starter pack

Steps

1. Go to Settings → Industry.
2. See your industry and what its pack sets up: roles, product categories and units, product fields and defaults. ✓ means it is already there, ○ that applying the pack adds it.
3. Click Apply starter pack - only what is missing is added; nothing you set up yourself is changed.
4. The go-live steps that matter for your industry are listed too, and appear on your set-up checklist.

Good to know

• The pack is applied automatically when a new organisation opens; an organisation that opened earlier applies it here.
• Roles start with sensible permissions - adjust them in Users → Roles & permissions.