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Core Configuration

Modified: 23 Sep 2026 Vista Field Service Administration Help

After installation, complete core configuration steps, including assigning a System Admin and modifying security settings.

Decisions regarding core configuration should be made by key stakeholders in your company and the System Admins responsible for maintaining your portal after it is installed.

After you complete the following configuration steps, you can set up application modules.

  1. Assign a System Admin.
  2. Assign user access to modules.
  3. Add other PR companies.
  4. Update your company URL.
  5. Review Administration / Initial Setup.
  6. Review Security / Login settings.
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