Assisted setup
2 minute read
When Pryme AP Automation app is installed, the Assisted Setup will start automatically. If the Assisted Setup doesn’t start automatically, or to run the Assisted Setup at later point after installation, click the 🔎 icon, search for “Assisted Setup,” and select the related link. In the “install extensions to add features and integrations” section, click Setup Pryme AP Automation.
Note
If no email account is set up in the Business Central environment, the setup guide will link to the email accounts page to enable the setup of an email account.The Assisted Setup will guide through the following steps:
Company and Contact Information
Confirm or input company details and contact information. The details are retrieved from the Company Information page in Business Central.Password Setup
Click on the link to create a password for your account. The password must meet the following criteria:- At least 8 characters long.
- At least one lowercase letter.
- At least one special character.
- The same password must be entered in all three fields.
Complete the Setup
Click Next to process the information and finalize the registration. Once this step is done, your OCR email address will be shown and sent to the contact person via email. You will also be prompted to test the connection to ensure it was successful.