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 check box 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 drop-down.
Module Setup
See the following sections for general notes about module setup when transitioning from a test company to a live company.