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Getting started checklist

A practical first-week checklist for new tenant administrators. Use this after you can sign in to your organisation’s ConPDS Checker URL. For a short visual map, see the Get started landing page.

Who is this for?

Tenant administrators who configure terminals, users, devices, outbound send, and (optionally) mail ingestion. End users who only browse the Gallery can start with the Welcome page instead.

Day one — access and workspace​

  1. Sign in at the URL your ConPDS contact provided (for example https://your-tenant.conpds.com).
  2. Open Admin in the header and confirm you can see the Tenant Admin menu.
  3. Configure Terminals so Gallery filters and uploads map to the correct yards or sites.
  4. Review Tags and Notes if your team uses shared labels on cases.

People and mobile capture​

  1. Create Users for operators and additional admins (welcome email includes a set-password link when an address is on the account).
  2. Share the tenant Customer PIN with field staff (or use Email setup instructions on that page).
  3. Approve pending devices under Devices so mobile uploads are allowed.

Communication and send​

  1. Confirm SMTP (or platform defaults) so outbound mail works.
  2. Add contacts in the Address Book if you send by email often.
  3. Configure EDI destinations and params as needed, then practice a send from the Send workflow.

Optional — mail ingestion​

  1. Add Mailboxes and Mail rules only if inbound email should create cases automatically.
  2. Check Processing state and Code mappings when rules are live.

Verify you are ready​

CheckWhere
Gallery loads and terminals filter correctlyGallery
A test user can sign inUsers
A mobile device can upload after approvalDevices · Mobile app
A test send reaches EDI or emailSend · Send log