The Rev Root Account : Initial Set Up Steps of the Rev Account
  
Initial Set Up Steps of the Rev Account
If you are a VBrick Rev on-premise customer, a VBrick implementation specialist will assist you with installing your Rev account. Once you have run the necessary set up files for installing the environment, you will need to configure it for the first time before you are able to begin populating it with content.
Configure the Rev Environment
As noted, your implementation team will provide you the installation files and instructions you need to install the Rev account. Once the installation process has completed, the Initial Configuration form will appear for you to initialize your environment. Begin by completing the Root Account Information and Root User Information sections.
 
Field
Description
Root Account Name
Should be the Parent company name.
Root Account Host Name
Host name or IP address.
Timezone
The timezone that the various time based settings of your Rev account will be based on. Default setting is UTC.
Account Username
The master user, or root user, for the Rev system. Once this user is created, it is highly recommended that a separate system admin user be created with all permissions.
The root user should not be used for daily tasks. If the root user is inadvertently locked out, and there is not another admin user with admin access, there is no way to unlock the root user. And certain root functions may only be accessed and performed through the root user.
Password
Password for the root user. This password is critical. Save it somewhere.
Confirm Password
Confirm the password for the root user.
Email
Enter the root user’s email address.
First Name
Root user’s first name.
Last Name
Root user’s last name.
Title
Root user’s title.
Phone Number
Root user’s phone number.
Next, complete the Email Server Information Section.
Field
Description
Email Server Address
URL of the email server.
Port
Email server address port, whole number, range of values may include 1-65,535.
Email Server User Name
User name of the email server.
Email Server Password
User name password, if used.
Email “From” Address
Optional field that will be used in email communications as the “from” address when emails from the system are sent. Must be a valid email format input.
 
Tip: Setting up your email server at this point is optional. You may choose to wait until you have your Rev system populated with content so that you do not accidentally invite your users to create accounts before your are ready. See: Rev Set Up - Getting Started for more information on populating your Rev system with content once configuration is complete.
Next, complete the Contact Information section.
This section should contain relevant information about the system admin or person to contact if there is an issue with your Rev system.
The Billing Information section contains additional contact information related to billing if required.
Click the Create Root Account button and the system will begin to initialize the environment. Once complete, the Rev sign in screen will appear. Enter the root user and password that you just created and click Sign In.
You will be logged in as the root user. As noted previously, your first few steps should be as follows:
●Create a system admin account that is separate from the root user and log in with that user account to begin performing all functions that do not require the root user. See: Add or Edit a User Account
●If you plan to use Child Accounts within your Rev environment, create the necessary Child Accounts and associated system admin account for each of them. See: Add or Edit a Child Account
●Begin populating your Rev system with content. See: Rev Set Up - Getting Started