'Carmel Vision'-> click
'Configure InfoFlo Server'
****(If you are running Windows 8 and up just do a search for
'Activation' to find the activation wizard)
'Do you want to allow the following program to make changes to this computer?'.
'Role List'to view a list of user types.
'Admin' 'Contributor' 'Editor' 'Reader'with the option to create additional roles:
Entities= Category, Contact, Company, Project
Items= Email, Document, calendar, note, Task, Opportunity/Sale, Estimate/invoice