Central administration tasks are usually performed by one role in the company. The scope of these tasks can depend on the company's size and the administrator's job responsibilities. These tasks can include managing database synchronization of job and email queues, setting up users, customizing the user interface, and managing encryption keys.

Entering the correct setup values from the start is important to the success of any new business software. Finance and Operations, Business edition includes a number of setup guides that help you set up core data. For more information, see Setting Up Finance and Operations, Business edition.

Whether you use RapidStart Services to implement setup values or you manually enter them in the new company, you can support your setup decisions with some general recommendations for selected setup fields that are known to potentially cause the solution to be inefficient if defined incorrectly.

A super user or an administrator can set up the Data Exchange Framework to enable users to export and import data in bank and payroll files, for example for various cash management processes.


You can set up a new company in Finance and Operations, Business edition with RapidStart Services, which is a tool designed to shorten deployment times, improve quality of implementation, introduce a repeatable approach to implementations, and enhance productivity by automating and simplifying recurring tasks. For more information, see ## Setting Up a Company With RapidStart Services.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Add users, manage permissions and access to data, assign roles. Understanding Profiles and Role Centers
Assign permissions to users, modify permission sets, and group users per permissions. Managing Users and Permissions
Set up a new business unit using templates Creating New Companies
Change which fields and actions are shown in the user interface to fit your company's business processes. Customizing Finance and Operations, Business edition
Track all direct modifications that users make to data in the database to identify the origin of errors and data changes. Logging Changes
Enter single or recurring requests to run reports or codeunits. Using Job Queues to Schedule Tasks
Manage, delete, or compress documents Deleting Documents
Expose pages, codeunits, and queries as web services. Publishing a Web Service

See Also

Business Functionality
General Business Functionality
Working with Finance and Operations, Business edition
Welcome to Finance and Operations, Business edition

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