Transition a Test Company to a Live Company
If you started your implementation with a test company, use these guidelines to transition to a live company.
General Setup
- Enable your live company:
- Select .
- In PR Company and PR Groups to be included in the Portal
(semi-colon separated), enter the number for your
live company.Important: Do NOT turn off your test company right away. You need to give yourself access as a System Admin in the live company first, as explained below.
- Give yourself access to the live company as a System
Admin:
- Select .
- Select the System Admin checkbox for yourself.
- Assign other users access to the appropriate modules.
- Enroll in the portal with the new PR company and employee number.
- Verify that other administrators have been set up in the
live company and been given the appropriate permissions:
- Select .
- Verify that administrators have been set up for the live company.
- Verify your logo setup:
- If you have multiple companies and want to use a specific company for all logos, select Company number to use for company logo. , and enter your live company number in
- If your logo defaults based on the company you are logged in to, verify that this company's logo has been set up in Vista's HQ Company Setup.
Note: For more information on setting up company logos, see Set Up a Standard Company Logo. - Verify that you have set up Employee Groups for employees in your live company.
- Verify Login page settings:
- Select .
- Confirm your login settings. See Modify Portal Security and Login for details.
- Confirm that your live company is included in the setting List of companies to show in the log in dropdown.
Module Setup
See the following sections for general notes about module setup when transitioning from a test company to a live company.