1. Home
  2. RIO Plan
  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. Configure Page Layouts
  3. Configure the Mobile view
  4. Assign User Licenses
  5. Assign Permissions
  6. Update RIO Plan Configuration

Articles

Was this article helpful to you? Yes No

How can we help?