---
title: "Initial setup"
url: "https://support.rzbneo.de/en/article/initial-setup"
language: "en"
last_updated: "2026-06-17T09:53:18.108Z"
---

# Initial setup

Thank you for choosing RZBneo®.

To successfully start using the software, we recommend following the steps listed below. Afterwards, you can begin regular work in RZBneo®.

1.  **Setting the user preferences of the main user**  
    You can access the user settings via the user button in the **top right**. Here you set the desired date format and the lead time for deadline monitoring.![](https://cdn-assets.productfruits.com/2370c3d2-3cd2-4ec2-a6bd-f5a6fed603d0)
2.  **Creating additional users** ***(Administration -> User)***  
    Create all users who will work with RZBneo® in the menu item *Administration* \-> *Users*.
3.  **Assigning the necessary access rights (*****Administration -> User -> Add Entry -> Permissions)***  
    Assign the desired access rights to the newly created users, if they have not already received administrator rights.
4.  **Populating the basic tables**  
    Add the necessary entries for you to the basic tables listed below in the menu item *Administration* and define default values in these tables:
5.  -   Languages
    -   Series
    -   Vehicle Clusters
    -   Infrastructures
6.  **Checking the pre-installed forms (*****Administration -> Forms)***  
    KSV provides various forms. Carefully check these forms for the entered data and formatting before first use. 
7.  **Creating train drivers**  
    Now you can start creating the first train drivers by entering basic data and qualifications. 
8.  **Storing documents**  
    RZBneo® offers you the possibility to store documents (e.g., certificates / certificates for qualifications) for all train drivers in the system. If desired, add the relevant documents. 
9.  **Creating a draft of an certificate**  
    Now start creating a draft of an additional certificate and check the data and its representation on the form using the buttons ![](https://cdn-assets.productfruits.com/a1aad380-133c-44dd-8cb0-32259649801c) . 
10.  **Issuing the certificate**  
     Issue the first additional certificate by clicking ![](https://cdn-assets.productfruits.com/b9104789-e3e5-402c-907c-b054b1929b78). The corresponding employee will then be displayed in the dashboard, and deadline monitoring will start automatically.