Skip to main content

Quick setup

After installation, make sure you follow the in-app guide to get started easily.

IN-APP GUIDE VIDEO when the billing module is visible - for admins

OneNode Settings can be managed by any Pipedrive admin after installation.

OneNode admin users have the ability to configure General visibility settings, manage billing, users, user groups, document fields, and document types.

Preparation for setup

For a smoother setup, prepare these two things for the initial configuration: ahead:

  1. A preliminary list of documents and key properties (fields)
  2. User groups

Set up

Step 1: Add Users and Notify Them

As an admin, start by adding users and letting them know that system configuration is underway. Users may be eager to begin adding or browsing documents,documents right after installation, but it’s crucial to set up user groups, document fields, and document types first before they can do so.

Step 2: Set Up User Groups

The next critical step is creating user groups. If your organization hasn’t defined them yet, you can still proceed by creating document fields and types. However, it’s more efficient to establish user groups beforehand, as it simplifies the setup process. User groups are groups of OneNode users with document visibility and access. Consider a marketing team that needs to access Price Lists but not Invoices. Or a Finance team that needs to access invoices but not Project Plans. In this step you can group users and set specific document visibility.

Step 3: Set Up fields

Create at least one field for each document type. Consider what properties or search criteria are commonly used to find documents. For instance:

  • For invoices, you might use an "Issue Date" field (Date type) to track the number of invoices issued over time.
  • For project plans, a "Project Description" field (Text type) could help users find specific plans.
  • If you classify price lists by language or currency, a "Select" field could be useful to filter documents based on these categories.

Step 4: Set Up document types

Document types can be created once they have at least one field. Be sure to define those fields first. You can always add more fields to documents later if necessary.  You can set as many document types as you need. Very often, sales teams collaborate on documents such as: Invoices, Quotes, Proposals, Contracts, Project Plans, Price lists, etc. 

 

> General Settings

> Billing

> Users

> Fields

> Document types



Back to top