Implementation
Clear 3-Step Implementation Process
Overskuelig 3-trins implementerings
proces
We are with you every step of the way in the implementation process
Initialization
- Customer account in BELLA
- Mail integration (Sendgrid)
- Whitelist IP addresses
- Word + Outlook plugin integration
- SSO permission for BELLA
Portal and integrations
- Creditor portal layout (logos, fonts)
- Transactions
- Time registrations
- Cash balance
Configuration and training
- Letterhead (BELLA sets up)
- iOS app
- End-user training in the use of BELLA
- Superuser training:
- Templates and automatic emails
- Account codes
- Time codes
- Task templates
What do we need from you?
- Contact information for your IT manager and project leader
- IP addresses for whitelisting
- Information for the preparation of the creditor portal (logo, font, etc.)
- Information for the preparation of the letterhead (header, footer, signature, etc.)
