Global Setup Overview (General & System Configuration)

Global Setup Overview

Purpose

This overview provides a summary of all configuration areas that form the foundation of the UNEEVO environment.
It helps administrators understand how these configurations connect across modules.

1. General Parameters

These are global definitions that can be used in some UNEEVO modules, ensuring data consistency and unified workflows.

Section	Description	Key Examples
Currencies	Defines currencies, ISO codes, and exchange rates used in your Company	EUR, USD, BRL
Notifications	Controls automatic alerts and reminders for workflow events.	Approver Reminder, Task Created, etc
Types	Central repository for reusable lists across modules.	Units of Measure, Work Calendars, Locations, etc

2. System Configuration

Defines who uses the system, what they can access, and which companies exist in the environment.

Section	Description	Key Purpose
Companies	Creates and configures legal entities and operational rules (e.g. : business hours, off work, taxes).	Legal and fiscal structure
Access Profiles	Defines user permissions and access levels per module.	Role-based access control
Users	Creates system users, linking them to Person or Contracts.	Authentication and user setup
Security Configuration	Sets the default administrator and user profiles.	Global access governance

💡 This step ensures that only authorized users can access the right modules under the correct company context.

Setup Sequence (Suggested Order)

General Parameters → Currencies, Types, and Tax Years, etc
System Configuration → Companies, Access Profile (roles), User, Security Configuration
Access & Permissions → Assign roles to Users