Here's a handy list for getting started with the initial setup in LeanLinking. Your needs and use cases may vary, so just skip the steps and categories that don't apply to you!
General
| Step | What? | Where? | Support |
| #1 | Fill in Company Information | LeanLinking App: Company Information | FAQ: Company Information |
Users
| Step | What? | Where? | Support |
| #1 | Invite all relevant colleagues and internal stakeholders | LeanLinking App: User Management | FAQ: User Management |
| #2 | Assign User Roles (Administrator, User or Light User) | LeanLinking App: User Management | FAQ: User Management |
| #3 | Define User Access Settings | LeanLinking App: User Access Settings | FAQ: User Access Settings |
Contacts
| Step | What? | Where? | Support |
#1 | Upload relevant internal and external Contacts | LeanLinking App: Upload Contacts | FAQ: Upload Contacts |
Suppliers
| Step | What? | Where? | Support |
| #1 | Upload Suppliers | LeanLinking App: Upload Company File | FAQ: Upload Company File |
| #2 | Customise Supplier Column Names if needed | LeanLinking App: Field Settings | FAQ: Field Settings |
| #3 | Define Custom Columns if needed | LeanLinking App: Field Settings | FAQ: Field Settings |
| #4 | Assign Group and Categories | This can be done when loading suppliers into LeanLinking (see above), or afterwards from the Suppliers overview. | |
| #5 | Merge any relevant suppliers | This is done by selecting all relevant companies in the Suppliers overview and clicking the Merge button. | |
| #6 | Invite relevant suppliers to Link with you on LeanLinking | LeanLinking App: Invite Partner | FAQ: Invite |
Compliance
| Step | What? | Where? | Support |
| #1 | Build and customise Compliance Templates | LeanLinking App: Template Overview | FAQ: Template Builder |
| #2 | Assign Gatekeeper roles | LeanLinking App: Gatekeepers | FAQ: Gatekeepers |
NCR
| Step | What? | Where? | Support |
| #1 | Costumise NCR Fields | LeanLinking App: NCR Fields | FAQ: NCR Fields |
| #2 | Costumise NCR Reasons | LeanLinking App: NCR Reasons | FAQ: NCR Reasons |
KPI
| Step | What? | Where? | Support |
| #1 | Create KPI Definitions | LeanLinking App: KPI Definitions | FAQ: KPI Definitions |
| #2 | Define KPI Custom Columns if needed | LeanLinking App: KPI Custom Columns | FAQ: KPI Custom Columns |
| #3 | Upload initial KPI data | LeanLinking App: KPI Upload | FAQ: KPI Upload |
Reviews
| Step | What? | Where? | Support |
| #1 | Define Review Criteria | LeanLinking App: Review Categories | FAQ: Review Criteria |