Users in Perpro represent all employees in the company, not just people who log into the system, because you may assign training records or document approvals to them. For each user, enter an employee code, name, job title (chosen from the job titles you created), work center, email address, and a password; you can also send an activation email and optionally mark them as a super user with access to everything, then press Save to add the user.

When you enter details in the Company Information section, the information is saved by leaving the field. There is no separate save button mentioned in the demonstration for this area.

Start by going to the admin section to set up the basics needed across the system. You should first configure work centers and the organizational structure (job titles) before adding users, and then complete your company information on the front end.

Navigate to Company > Work Centers in the admin section. Use the add button to create each work center that makes up your company (for example, an admin work center or production), and repeat as needed until all relevant work centers are added.

After you have added all relevant job titles in the HR module and assigned colors, select the organigram option. This will display a visual organigram of all the jobs you have added.

Go to the HR module and use the add button to start building the organizational structure, beginning from the root role (for example, the CEO). Add each job title used in your company, assign a color to each, and once finished you can view them in the organigram, which visually displays all the jobs you have added.

From the front end, go to Company > Company Information to describe who your company is and what it does. You can upload a logo to be used throughout the system, list any manufacturing sites, specify the ISO standards you have (such as fourteen thousand, forty-five thousand, nine thousand and one), and enter your scope.