Stage 2 — Core Setup: Users, Access & Fields

Set up the foundations of the Strato platform: user access and field configuration. This stage covers User Management (user groups, roles, and accounts) and Field Settings (fields, field groups, data import, and catalogs).

Learning outcomes — by the end of this stage you will be able to:

• Set up user groups, roles, and user accounts to control access
• Create and manage fields and field groups
• Import external data and keep fields synced and up to date
• Work with Easy Reporter, External, and SuccessFactors catalogs