Admin Configuration Checklist

 

This article lists all Dooap Admin configurations that must be reviewed when setting up Dooap UAT environment or Dooap PROD environment.

When making Dooap PROD configurations, the intention is to review the setups in Dooap UAT and replicate the same configuration to PROD.

 

1. User roles
2. Users
3. User groups
4. Workflow presets
5. Invoice types
6. Validation rules
7. Companies
   
   

 

 

1. User Roles

Admin > User Roles

Verify that all necessary user roles exist and that permissions are correctly set.

Further information:
https://help.dooap.com/knowledge/user-role-management

 

2. Users

Admin > Users

Ensure that all users are correctly configured.

• Correct companies assigned

• Correct user roles added

• Approval limits set for approvers

Further information:
https://help.dooap.com/knowledge/user-management

 

 

3. User groups

Admin > User groups

Review and configure all necessary user groups.

Further information:
https://help.dooap.com/knowledge/user-group-management

 

4. Workflow presets

Admin > Workflow presets

Create and configure the required workflow presets.

Further information:
https://help.dooap.com/knowledge/workflow-presets-management

 

 

5. Invoice types

Admin > Invoice types

Ensure all required invoice types exist.

Further information:
https://help.dooap.com/knowledge/invoice-type-management

 

6. Validation rules

Admin > Validation rules

Ensure all required validation rules sets exist, and they are correctly set on each workflow step.

Further information:
https://help.dooap.com/knowledge/validation-rules-management

 

7. Companies

Admin > Companies

Review each company within Dooap’s scope.

For each company, review the configuration in the following order:

1. General Settings

2. Rules, Settings and Automatic Transfer

3. Invoice Type Settings

4. If dimension-based approval is used, ensure it is enabled in the Approval section.

Further information:
https://help.dooap.com/knowledge/company-management