General Setup Recommandations

All products of Alta Via Applications are ready to use after installation. To ensure the best experience in your own account setup, we recommend two general best practices that apply to all solutions.

Ensure Correct Permissions for Custom Roles

If your organization uses custom roles, verify that all required permissions are assigned after installation.

New record types, menus, and scripts introduced by the product are not automatically included in custom roles. A short permission review ensures that all users — not only Admins — can access the product as intended.

→ Tip: Test access with a non-Admin role to confirm that pages, exports and records open without restrictions.

Test the Product in a Sandbox Environment

It is helpful to install and test the product in your most recent Sandbox before deploying it to Production.

This allows you to explore the configuration options, adjust settings where needed, and verify that role permissions remain correct after a Sandbox refresh.

Note: Sandbox testing is optional but recommended to validate internal processes and confirm role setups, especially when custom permissions are used.