{"id":433,"date":"2019-04-10T11:24:12","date_gmt":"2019-04-10T14:24:12","guid":{"rendered":"http:\/\/localhost\/docs\/?page_id=433"},"modified":"2019-07-24T10:18:56","modified_gmt":"2019-07-24T13:18:56","slug":"configuracoes-iniciais","status":"publish","type":"page","link":"https:\/\/cognitus-erp.com.br\/docs\/conhecendo-o-cognitus\/configuracoes-iniciais\/","title":{"rendered":"Configura\u00e7\u00f5es Iniciais"},"content":{"rendered":"\n<blockquote><p><span><\/span><\/p><figure><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/quotation.png\" width=\"50\" height=\"50\"><\/figure><p>Aqui instruiremos a realizar a configura\u00e7\u00e3o inicial do seu ERP Cognitus\u00ae.<\/p><p><\/p><\/blockquote>\n\n\n<p>\t<div class=\"wpawc-accordion-1 wpawc_accordion 1-primeiro-acesso wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 1 &#8211; Primeiro Acesso<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\">Voc\u00ea receber\u00e1 um e-mail personalizado, como no modelo abaixo, com um link padr\u00e3o para acesso ao Cognitus\u00ae, contendo informa\u00e7\u00f5es que dever\u00e3o ser utilizadas para o primeiro acesso para in\u00edcio da configura\u00e7\u00e3o do sistema:\r\n\r\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1551 size-full aligncenter\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/primeiro-acesso-1.png\" alt=\"\" width=\"1083\" height=\"625\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/primeiro-acesso-1.png 1083w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/primeiro-acesso-1-300x173.png 300w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/primeiro-acesso-1-768x443.png 768w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/primeiro-acesso-1-1024x591.png 1024w\" sizes=\"auto, (max-width: 1083px) 100vw, 1083px\" \/>\r\n\r\nAo abrir o link o sistema ir\u00e1 criar um usu\u00e1rio administrador que ser\u00e1 utilizado para realiza\u00e7\u00e3o das pr\u00f3ximas etapas:\r\n\r\n<div id=\"metaslider-id-2437\" style=\"max-width: falsepx;\" class=\"ml-slider-3-107-0 metaslider metaslider-flex metaslider-2437 ml-slider has-dots-nav ms-theme-nivo-light\" role=\"region\" aria-label=\"Primeiro acesso\">\n    <div id=\"metaslider_container_2437\">\n        <div id=\"metaslider_2437\" class=\"flexslider\">\n            <ul class='slides'>\n                <li style=\"display: block; width: 100%;\" class=\"slide-2438 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-06 09:53:32\" data-filename=\"licensa-cognitus-2-0x0.png\" data-slide-type=\"image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/licensa-cognitus-2-0x0.png\" alt=\"\" class=\"slider-2437 slide-2438 msDefaultImage\" title=\"licensa cognitus 2\" \/><\/li>\n                <li style=\"display: none; width: 100%;\" class=\"slide-2442 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-06 09:53:57\" data-filename=\"licensa-cognitus-3-0x0.png\" data-slide-type=\"image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/licensa-cognitus-3-0x0.png\" alt=\"\" class=\"slider-2437 slide-2442 msDefaultImage\" title=\"licensa-cognitus-3\" \/><\/li>\n                <li style=\"display: none; width: 100%;\" class=\"slide-2441 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-06 09:53:56\" data-filename=\"licensa-cognitus-4-0x0.png\" data-slide-type=\"image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/licensa-cognitus-4-0x0.png\" alt=\"\" class=\"slider-2437 slide-2441 msDefaultImage\" title=\"licensa-cognitus-4\" \/><\/li>\n            <\/ul>\n        <\/div>\n        \n    <\/div>\n<\/div>\r\n\r\nAp\u00f3s preenchimento dos dados voc\u00ea ser\u00e1 redirecionado para a tela de Login do sistema, conforme imagem abaixo:\r\n\r\n<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3063 alignnone\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/login-cognitus.png\" alt=\"\" width=\"1359\" height=\"623\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/login-cognitus.png 1359w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/login-cognitus-300x138.png 300w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/login-cognitus-768x352.png 768w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/login-cognitus-1024x469.png 1024w\" sizes=\"auto, (max-width: 1359px) 100vw, 1359px\" \/>\r\n\r\n<div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> Ap\u00f3s realizar o primeiro login no sistema o mesmo apresentar\u00e1 alguns alertas como o de aus\u00eancia de certificado digital e tamb\u00e9m a informa\u00e7\u00e3o que os par\u00e2metros ainda n\u00e3o foram configurados.<\/div><\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-1 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<br \/>\n\t<div class=\"wpawc-accordion-2 wpawc_accordion 4-configurando-grupos-de-usuarios wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 2 &#8211; Grupos de Usu\u00e1rios<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\"><p>Para que sejam cadastrados novos grupos de usu\u00e1rios no Cognitus\u00ae precisamos primeiramente gerenciar os grupos aos quais estes pertencer\u00e3o, para isso seguiremos os passos abaixo:<\/p>\n<p>Clicar no menu <strong>Geral<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/Geral_\u00edcone.png\" width=\"57\" height=\"72\" \/><\/p>\n<p>Selecionar a op\u00e7\u00e3o <strong>Grupo de usu\u00e1rios<\/strong>:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/grupo-de-usu\u00e1rios.png\" \/><\/p>\n<p>Aparecer\u00e1 a tela abaixo:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/grupo-de-usu\u00e1rios-2.png\" \/><\/p>\n<p>Em Grupo de Usu\u00e1rios clicando em <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-13.png\" alt=\"\" \/> aparecer\u00e1 a tela abaixo:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/grupos-de-usu\u00e1rios.png\" \/><\/p>\n<p>Nesta tela inserimos o nome do grupo, as permiss\u00f5es do mesmo e clicamos em <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-15.png\" \/> para habilita-lo.<\/p>\n<p>Ap\u00f3s, clicando em <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/configura\u00e7\u00f5es.png\" \/> gerenciamos as autoriza\u00e7\u00f5es do grupo de usu\u00e1rios.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/grupo-de-usu\u00e1rios-4.png\" \/><\/p>\n<p>Nesta tela marcaremos os itens para os quais os grupos de usu\u00e1rios poder\u00e3o utilizar.<\/p>\n<p>Ap\u00f3s preenchidas as configura\u00e7\u00f5es o salvaremos as altera\u00e7\u00f5es.<\/p>\n<\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-2 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<br \/>\n\t<div class=\"wpawc-accordion-3 wpawc_accordion 5-criando-os-usuarios wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 3 &#8211; Usu\u00e1rios<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\"><p>Para cria\u00e7\u00e3o dos novos usu\u00e1rios deveremos acessar o menu <strong>Geral:<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/Geral_%C3%ADcone.png\" width=\"57\" height=\"72\" \/><\/p>\n<p>No menu Geral selecionar <strong>Usu\u00e1rios:<\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios.png\" \/><\/p>\n<p>O sistema abrir\u00e1 a tela abaixo:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-2.png\" \/><\/p>\n<p>Para cria\u00e7\u00e3o de novos usu\u00e1rios, selecionar <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-13.png\" \/>. Aparecer\u00e1 a tela abaixo:<\/p>\n<p><div id=\"metaslider-id-2397\" style=\"width: 100%;\" class=\"ml-slider-3-107-0 metaslider metaslider-flex metaslider-2397 ml-slider has-dots-nav ms-theme-nivo-light\" role=\"region\" aria-label=\"Usu\u00e1rios \u2013 guias\">\n    <div id=\"metaslider_container_2397\">\n        <div id=\"metaslider_2397\">\n            <ul class='slides'>\n                <li style=\"display: block; width: 100%;\" class=\"slide-2400 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-05 09:38:40\" data-filename=\"usu\u00e1rios-3_0-0x0.png\" data-slide-type=\"image\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-3_0-0x0.png\" height=\"0\" width=\"0\" alt=\"\" class=\"slider-2397 slide-2400 msDefaultImage\" title=\"usu\u00e1rios 3_0\" \/><\/li>\n                <li style=\"display: none; width: 100%;\" class=\"slide-2398 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-05 09:38:40\" data-filename=\"usu\u00e1rios-3_1-0x0.png\" data-slide-type=\"image\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-3_1-0x0.png\" height=\"0\" width=\"0\" alt=\"\" class=\"slider-2397 slide-2398 msDefaultImage\" title=\"usu\u00e1rios 3_1\" \/><\/li>\n                <li style=\"display: none; width: 100%;\" class=\"slide-2399 ms-image \" aria-roledescription=\"slide\" data-date=\"2019-06-05 09:38:40\" data-filename=\"usu\u00e1rios-3_2-0x0.png\" data-slide-type=\"image\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-3_2-0x0.png\" height=\"0\" width=\"0\" alt=\"\" class=\"slider-2397 slide-2399 msDefaultImage\" title=\"usu\u00e1rios 3_2\" \/><\/li>\n            <\/ul>\n        <\/div>\n        \n    <\/div>\n<\/div><\/p>\n<p>Preencheremos os seguintes campos obrigat\u00f3rios:<\/p>\n<ul>\n<li>Login do usu\u00e1rio (login que ser\u00e1 utilizado para acessar o sistema).<\/li>\n<li>e-Mail (e-mail padr\u00e3o do usu\u00e1rio).<\/li>\n<li>Senha e confirmar senha.<\/li>\n<li>Grupo (grupo de usu\u00e1rios).<\/li>\n<\/ul>\n<p>Os campos listados abaixo n\u00e3o s\u00e3o obrigat\u00f3rios:<\/p>\n<ul>\n<li>Usu\u00e1rio (nome do usu\u00e1rio).<\/li>\n<li>Contato (caso esteja cadastrado em contatos poder\u00e1 ser inserido).<\/li>\n<li>Subsistemas (caso existir contrato com algum subsistema que possa ser vinculado ao Cognitus\u00ae).<\/li>\n<\/ul>\n<p>Marcaremos que o usu\u00e1rio \u00e9 um usu\u00e1rio ativo, para que este possa posteriormente acessar ao Cognitus\u00ae da empresa, assim como indicado na tela abaixo:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuarios.png\" \/><\/p>\n<p><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> Permiss\u00f5es gerais, de tarefas, central de atendimentos e financeiras, s\u00e3o espec\u00edficas do cadastro de usu\u00e1rios e dever\u00e3o ser marcadas. <\/div><\/p>\n<p>Ap\u00f3s, selecionamos <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/configura\u00e7\u00f5es.png\" \/>. Aparecer\u00e1 a tela abaixo:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-4.png\" \/><\/p>\n<p>As configura\u00e7\u00f5es ser\u00e3o automaticamente importadas do grupo ao que o usu\u00e1rio foi associado. Clicamos em <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-15.png\" alt=\"\" \/> e o cadastro ser\u00e1 criado aparecendo um bot\u00e3o de nome campos, conforme a tela abaixo:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usu\u00e1rios-5.png\" width=\"412\" height=\"461\" \/><\/p>\n<p>Clicando no bot\u00e3o &#8220;Campos&#8221;, voc\u00ea poder\u00e1 configurar o acesso aos campos de dados do sistema. Para configur\u00e1-los, basta expandir a Entidade* desejada e configurar os campos conforme desejado.<\/p>\n<p><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> <sup>Uma entidade \u00e9 uma representa\u00e7\u00e3o de um conjunto de informa\u00e7\u00f5es sobre determinado conceito do sistema. Toda entidade possui\u00a0<strong>atributos<\/strong>, que s\u00e3o as informa\u00e7\u00f5es que referenciam a entidade.<\/sup><\/div><\/p>\n<p><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> Na op\u00e7\u00e3o campos poder\u00e1 ser configurado o tipo de visualiza\u00e7\u00e3o que o usu\u00e1rio ter\u00e1 com os menus:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1294\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuarios-2.png\" alt=\"\" width=\"497\" height=\"598\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuarios-2.png 497w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuarios-2-249x300.png 249w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><br \/>\n<\/div><\/p>\n<p>Clique em salvar para validar suas configura\u00e7\u00f5es.<\/p>\n<p><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> <strong>Aten\u00e7\u00e3o:<\/strong> O campo de Login do usu\u00e1rio diferenciar\u00e1 as letras mai\u00fasculas de min\u00fasculas.<\/div><\/p>\n<\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-3 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<br \/>\n\t<div class=\"wpawc-accordion-4 wpawc_accordion 6-associando-o-usuario-a-empresa wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 4 &#8211; Associando usu\u00e1rios a Empresa<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\"><p>Para a associa\u00e7\u00e3o dos usu\u00e1rios ao sistema da empresa o administrador acessar\u00e1 o menu <strong>Geral:<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/Geral_%C3%ADcone.png\" width=\"57\" height=\"72\" \/><\/p>\n<p>No menu Geral selecionar <strong>Empresas:<\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/menu-empresas.png\" \/><\/p>\n<p>Na tela abaixo, selecione Usu\u00e1rios:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuariosempresas.png\" \/><\/p>\n<p>Insira o nome do usu\u00e1rio na barra de pesquisa, clicando no bot\u00e3o <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/adicionar-conta.png\" \/> para adicion\u00e1-lo ao sistema:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/usuariosempresas2.png\" \/><\/p>\n<p>Ao adicionar o usu\u00e1rio ao cadastro da Empresa ele estar\u00e1 habilitado para realizar suas atividades no Cognitus\u00ae.<\/p>\n<\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-4 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<br \/>\n\t<div class=\"wpawc-accordion-5 wpawc_accordion 3-definindo-sua-logomarca wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 5 &#8211; Definindo sua Logomarca<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\"><p>Para inserir a sua logomarca siga os passos abaixo:<\/p>\n<p>Clicar no menu\u00a0<strong>Geral<\/strong>:<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/Geral_%C3%ADcone.png\" alt=\"\" \/><\/figure>\n<p>Acessar o item\u00a0<strong>Empresas:<\/strong><\/p>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"152\" height=\"299\" class=\"wp-image-634\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/menu-empresas.png\" alt=\"\" \/><\/figure>\n<p>Ser\u00e1 aberta a seguinte tela:<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-44.png\" usemap=\"#teste1\" \/> <\/p>\n<map name=\"teste1\">\n<area id=\"#tail\" alt=\"chave da licen\u00e7a\" coords=\"215,34,712,58\" shape=\"rect\" \/> <\/map>\n<\/figure>\n<p>Voc\u00ea dever\u00e1 selecionar a op\u00e7\u00e3o\u00a0<img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-45.png\" \/>.<\/p>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2975 size-full alignnone\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/logo-empresa.png\" alt=\"\" width=\"498\" height=\"304\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/logo-empresa.png 498w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/logo-empresa-300x183.png 300w\" sizes=\"auto, (max-width: 498px) 100vw, 498px\" \/><\/figure>\n<p>Na tela que abrir voc\u00ea dever\u00e1 inserir a sua logomarca clicando no item\u00a0<img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/image-42.png\" \/>.<\/p>\n<p>Ap\u00f3s inserir a logomarca voc\u00ea dever\u00e1 salvar as altera\u00e7\u00f5es nas telas de enviar arquivo e empresas, para validar a altera\u00e7\u00e3o.<\/p>\n<\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-5 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<br \/>\n\t<div class=\"wpawc-accordion-6 wpawc_accordion 2-cadastrando-contatos wp-medium- wpcolumns\" data-accordion-group>\t\n\t\t\t\t  \n      <div data-accordion class=\"accordion-main\">\n        <div data-control class=\"accordion-title\"><h4> 6 &#8211; Cadastrando Contatos<\/h4><\/div>\n        <div data-content>\n         \t\t\t\t  \n          \n        <div class=\"accordion-content\">\r\n<p class=\"wp-block-paragraph\">Para cadastramento de contatos no seu Cognitus\u00ae|ERP clique no menu <strong>Geral<\/strong>:<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/Geral_%C3%ADcone.png\" alt=\"\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Selecionar o item <strong>Contatos:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"298\" class=\"wp-image-642\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos.png\" alt=\"\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Clicar em Adicionar para inserir os dados do novo contato:<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"951\" height=\"500\" class=\"wp-image-643\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos-2.png\" alt=\"\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos-2.png 951w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos-2-300x158.png 300w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos-2-768x404.png 768w\" sizes=\"auto, (max-width: 951px) 100vw, 951px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">O sistema abrir\u00e1 a seguinte tela abaixo:<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"259\" height=\"70\" class=\"wp-image-644\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/04\/contatos-3.png\" alt=\"\" \/>\r\n<figcaption>\r\n<div align=\"left\"><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> <span style=\"text-align: center;\">Caso o CNPJ seja existente, o sistema buscar\u00e1 online o cadastro e preencher\u00e1 alguns dados automaticamente. O<\/span>s dados poder\u00e3o ser inseridos manualmente. <\/div><\/div>\r\n<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Ap\u00f3s inserir os dados para importa\u00e7\u00e3o, ser\u00e1 apresentada a tela de contatos abaixo:<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1690\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/contatos.png\" alt=\"\" width=\"866\" height=\"597\" srcset=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/contatos.png 866w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/contatos-300x207.png 300w, https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/contatos-768x529.png 768w\" sizes=\"auto, (max-width: 866px) 100vw, 866px\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> Caso o cliente tenha fechado a tela de importa\u00e7\u00e3o de dados poder\u00e1 realizar posteriormente a importa\u00e7\u00e3o clicando no \u00edcone <img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/raio.png\" alt=\"\" \/>\u00a0para inserir o CNPJ do contato.<\/div>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Preenchidos os dados clique em salvar e o sistema armazenar\u00e1 as informa\u00e7\u00f5es.<\/p>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> Algumas informa\u00e7\u00f5es ter\u00e3o que ser inseridas manualmente.<\/div><\/p>\r\n<\/div>\n      \n        <\/div>\n      <\/div>\n\t  \n\t\t\t\t<\/div>\n\t    <script type=\"text\/javascript\">\n      jQuery(document).ready(function() {\n        jQuery('.wpawc-accordion-6 [data-accordion]').accordionfaq({\n\t\t singleOpen: true,\n\t\t transitionEasing: 'ease',\n          transitionSpeed: 300\t\t});\n\n        \n      });\n    <\/script>\n\t<\/p>\n\n\n\n<hr color=\"#fdffa7\">\n<div><div class='tipBox' style='background:#fff8c4;'><span class='dashicons'><img class='tipimg' src='https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/06\/doubt.png'\/><\/span> <div><b>Bloqueio de Tela<\/b><\/div>\n<br>O seguinte item permite que o usu\u00e1rio bloqueie a tela da sua sess\u00e3o do Cognitus\u00ae com uma senha.\n<hr color=\"#fdffa7\">\n<img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/bloqueio-de-tela.png\" alt=\"\">\n<hr color=\"#fdffa7\">\nAo clicar na op\u00e7\u00e3o o sistema mostrar\u00e1 a seguinte tela:\n<hr color=\"#fdffa7\">\n<img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/image.png\" alt=\"\">\n<hr color=\"#fdffa7\">\nA tela fica em bloqueio e s\u00f3 ser\u00e1 desbloqueada a partir da inser\u00e7\u00e3o da senha predefinida.\n<hr color=\"#fdffa7\">\n<img decoding=\"async\" src=\"https:\/\/cognitus-erp.com.br\/docs\/wp-content\/uploads\/2019\/05\/image-1-1024x468.png\" alt=\"\">\n<hr color=\"#fdffa7\">\nCaso algu\u00e9m  tente sem sucesso inserir a senha e n\u00e3o consiga, e apertar o bot\u00e3o F5 para atualizar e acessar a p\u00e1gina, o sistema solicitar\u00e1 novamente o login e senha de usu\u00e1rio. <br><\/div><br><br><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aqui instruiremos a realizar a configura\u00e7\u00e3o inicial do seu ERP Cognitus\u00ae.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":431,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-433","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/pages\/433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/comments?post=433"}],"version-history":[{"count":32,"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/pages\/433\/revisions"}],"predecessor-version":[{"id":2534,"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/pages\/433\/revisions\/2534"}],"up":[{"embeddable":true,"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/pages\/431"}],"wp:attachment":[{"href":"https:\/\/cognitus-erp.com.br\/docs\/wp-json\/wp\/v2\/media?parent=433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}