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  1. Home
  2. RIO Functions
  3. Installation

Installation

 

Go through the following steps to setup RIO Plan:

  1. Install RIO Plan from the App Exchange – Install for ALL Users
  2. Please contact us to get the latest RIO Functions Extension Package Installation Link
  3. Configure RIO Functions
  4. Configure Page Layouts
  5. Configure the Mobile view
  6. Assign User Licenses
  7. Assign Permissions
  8. Update RIO Plan Configuration
  9. Optional: Conga Setup
  10. Optional: Quotes Configuration 

Articles

  • Page Layouts
  • Configure Mobile View of Planner
  • Assign User Licenses
  • Assign Permissions
  • Configure
  • Conga Setup
  • Quotes Configuration
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Updated on September 6, 2018

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