The guides require status 9. They are ordered by dependency: first a project, then the fields, then a
layout, then the permissions, and finally the users. If you are setting up a new instance, work through
them in this order.
The models behind them are described under Data model Permissions and sign-in
Create a project Create a project, maintain its master data, assign layouts, grant permissions and set up creation rules for new objects. Create a field Create a field: choose a field type, name it, set its parameters, grant permissions and place it on a layout. Build an input form Create a layout: place tiles, label them, configure file, event and link areas, assign it to projects and grant permissions. Grant access Grant permissions correctly: in which place, in which order, and how to check the result with a test account. Create a user Create a user account: login name and password, status, groups and project permissions, two-factor sign-in and expiry. Create a group Create a user group and set its permissions on projects, layouts, fields and event types. Set a project-specific value Make a field value apply in one project only: add a hook individually or in bulk, and choose the right save scope. Create a virtual field Create a calculated field: choose source fields and a mode, set a separator or an expression, and place it on a layout. Bind fields to concepts Bind concepts to your own fields, have missing fields created, set fixed values, check the result in the XML preview and create a layout from a standard or process. Set up the LIDO import Which mappings the LIDO import uses by itself: fields with exactly one source, suggestions from mappings with several sources, measurements per measurement type, event types with a LIDO identifier. 