Setting Up Oterion

After creating your account, it's time to set up Oterion for your organization. This guide will walk you through the essential configuration steps.

System Requirements

Before you begin, ensure your system meets the following requirements:

• Modern web browser (Chrome, Firefox, Safari, or Edge - latest versions)
• Internet connection (broadband recommended)
• Screen resolution of at least 1280×720

Initial Configuration

1. Organization Profile

First, complete your organization profile:

1. Navigate to Settings > Organization
2. Upload your organization logo
3. Enter your organization name and details
4. Set your timezone and regional preferences
5. Save your changes

2. User Management

Next, invite team members to join:

1. Go to Settings > Users
2. Click "Invite Users"
3. Enter email addresses (one per line or separated by commas)
4. Select appropriate permission levels
5. Customize the invitation message (optional)
6. Send invitations

3. Project Templates

Set up project templates for consistent workflow:

1. Navigate to Settings > Templates
2. Click "Create Template"
3. Define template name and description
4. Configure default settings
5. Save the template

Advanced Configuration

Custom Fields

Create custom fields to capture organization-specific data:

1. Go to Settings > Custom Fields
2. Click "Add Field"
3. Select field type (text, number, date, dropdown, etc.)
4. Define field properties (name, description, required/optional)
5. Set applicable areas (where the field will appear)
6. Save changes

Workflow Automation

Set up automated workflows to increase efficiency:

1. Navigate to Settings > Automation
2. Click "Create Rule"
3. Define trigger conditions
4. Specify resulting actions
5. Test the automation
6. Activate when ready

Troubleshooting

If you encounter issues during setup:

• Clear your browser cache and cookies
• Ensure you have proper permissions
• Check your internet connection
• Review our FAQ for common issues

Need more help? Contact our support team through the chat icon or submit a ticket.