Configure Permission Sets and Add Admin

Go to ClosePlan Admin Tab here

Select User Manager from the General menu on the left

If Permission Sets are not yet configured, a pop up window will appear.
‍Follow the prompts as shown below. (See supporting images)
Step 1: Click: Yes
Step 2: Click: Configure All Available
‍Step 3: Click: Confirm
‍Step 4: Confirmation

Find and select your name from the User list on the right. (See supporting images)
In the pop-up window:

- Status: Active
- Access Level: Admin
- Deal Relationships: Full Access
- Click Save

Remember: This install wizard is for the Base installation. Only Relationship Map Licenses will be available.
After installation, Licenses according to your contract will be installed.
‍

Continue to Step 8