Setup Wizard
Overview
Setup Wizard – Business Overview
The Setup Wizard is the starting point for configuring Dafater to match your organization’s basic business needs. It is designed to help businesses quickly prepare the system for day-to-day operations without requiring technical expertise. This page guides decision-makers and administrators through essential setup steps so the system reflects how the business operates from the very beginning.
What This Page Is Used for in Business Operations
The Setup Wizard is used to: - Establish the foundation of your business data in Dafater - Define core business details such as company information and operational preferences - Ensure Dafater is ready for real business transactions, reporting, and team usage
It acts as a structured onboarding process that reduces setup time and helps avoid configuration gaps that could impact operations later.
Key Features and Functionality (Business Perspective)
From a business point of view, the Setup Wizard enables you to:
- Define company identity
- Business name, industry type, and primary location
- Set operational preferences
- Currency, fiscal year, and time-related settings
- Configure core business structure
- Departments, roles, or basic organizational elements
- Prepare the system for users
- Ensures the environment is ready before employees begin working in Dafater
The wizard presents these steps in a logical sequence, making it easy to complete without prior system knowledge.
How to Navigate and Use the Page Effectively
- The Setup Wizard opens as a guided, step-by-step flow
- Each step focuses on a specific business decision or information area
- Users simply:
- Review the question or prompt
- Enter or select the relevant business information
- Move to the next step using clear navigation buttons
- You can typically complete the setup in one session, but it is structured clearly enough to review choices before finalizing
For best results, gather key business information (company details, financial year, currency, etc.) before starting.
Common Business Scenarios Where This Page Is Used
- New business onboarding
- When a company starts using Dafater for the first time
- Expansion or restructuring
- When setting up a new business unit or operational structure
- Initial system rollout
- Before employees begin using Dafater for daily activities
- Pilot or trial phase
- To quickly configure Dafater for evaluation or demonstrations
Important Information Displayed on the Page
The Setup Wizard typically displays: - Business information fields (company name, industry, location) - Operational choices (currency, fiscal year) - Progress indicators showing how many steps remain - Clear prompts explaining why each piece of information matters
This ensures transparency and helps business users understand how their inputs affect overall operations in Dafater.
Business Value Summary
The Setup Wizard ensures Dafater starts aligned with your business reality. By guiding users through essential setup decisions, it reduces errors, saves time, and creates a solid foundation for efficient operations, reporting, and growth.
Page Information
- Module: Desk
- Page Name: setup-wizard
- Standard: Yes