Getting Started

LOBSTA out of the box comes with defaults that are editable to fit your firm's needs. This section covers a basic course of action to set up LOBSTA Manager without breaking anything. This suggested order will teach you the first things to do in LOBSTA before it is used by other non-admin users as well as an overview of LOBSTA´s interface.

The starter guide is divided into four steps:

Step 1 Setting up an Account Covers the first admin account made on LOBSTA. An admin account is vital to use all functionality LOBSTA offers out of the box. You will learn how to create and delete accounts.

Step 2 Global Settings A review of global settings. These settings apply to all users and having some settings set up will ease the experience for users. You will learn to change some settings that are recommended to pay attention to.

Step 3 Admin Configuration Focuses on the configuration of objects and items to be used by users. You will learn what they do and how to manage these configurations

Step 4 The First Project Guides the creation of a first project and some settings and modules to consider. You will learn how to create a project and manage its settings