IMPORTANT
Before using Filopto you must register and activate your Filopto licenses.
Users will not be able to use Filopto until you have registered and activated your Filopto License for the Filopto server and create user accounts in Filopto.
See below for the instruction on how to activate your Filopto Server.
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Once your system is installed, you will need to open the Configuration Manager (1) tab and create a user with system administrator rights that is capable of creating and administering your system, as well as creating other Filopto users.( see How to Logon) See below for the steps required to activate and use Filopto.
The system administrator will typically create the business and security rules for the system. The default system administrator profile provided to you should be replaced as soon as possible with a secured user profile you administer.
Step 1 - Register and Activate your Filopto Licenses (2) ( see Register / Activate Filopto) located in the Configuration Manager (1) tab
Step 2 - Create a System Administrator Located in the Configuration Manager (1) Tab / Employee Manager (3)
Step 3 - Change Default Administrator Password and create your security profiles for your users. Located in the Configuration Manager (1) / Security Manager (4). Review the Security Manager settings.
Step 4 - Run Filopto Easy Setup (5) - The wizard creates the basic database information, users and office information needed for Filopto to run.
The Filopto Easy Setup Wizard (5) can be found in the Configuration Manager tab (1) the Wizard will assist you in initializing your version of Filopto.
Step 5 - Implement your Filopto Update settings and your backup system for the Filopto Server. (see Remote Backup Service (6))
Step 6 - Schedule some training for you and your staff - call 1-888-321-0441 ext 200 to schedule your training.
