---
title: "Setup Overview"
slug: "setup-overview-1"
updated: 2026-07-31T15:00:11Z
published: 2026-08-11T11:16:49Z
canonical: "help.idibilling.com/setup-overview-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Overview

Refer to [Permissions](/v1/docs/permissions-4) for any permissions that may be required.

The following is a quick overview of the setup required (with links to details):

- **Configure data lists and settings** that need to be in place before you begin working with Provisionable Object Definitions and Profiles. This includes:

These elements are available via the **MANAGE** menu in the Provisioning web application.

**Show Picture**

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  - [**Provider Settings**](/v1/docs/provider-settings) – This is where you add IDI-supported Providers (e.g. Metaswitch or Calix) in your Provisioning application. Versioning is supported such that one carrier may use Calix 1.0 (1.0.31) and another carrier may use Calix 1.0 (1.0.32).
  - [**Lists**](/v1/docs/lists) - Lists are one source of data you can use to configure a POD property definition. A List is set to a specific data type (e.g. integer or text) and contains values of that type that you add to the list. When you define a POD property as a List, it makes the field a drop down menu for choosing a value contained within the List. Some Lists are provided as standard, and you can add custom Lists as needed.
  - [Variables](/v1/docs/variables) - Variables are another data source similar to Lists. Rather than enter values directly, Variables can be used to set property values on PODs based on SKUs assigned to the service.
  - [**Safeguard Settings**](/v1/docs/safeguard-settings) - This is used to limit the items (Allowed Internal IDs) sent in a provisioning request. It is intended to be used in non-production environments to avoid disrupting existing services when you test your provisioning setup.
  - [**Global Information**](/v1/docs/global-information) – Is a potential data source for populating Profile parameters. Global Information is similar to Extended Data in a Workflow, and may be used where the same value may be used in multiple Profiles.
- **Configure Provisionable Object Definitions** – This is where you associate the object with one or more SKUs and specify the properties to be sent with a provisioning request for the associated SKU(s).
- **Configure Profiles** – This is where you map PODs to a Provider and provisioning action.
- **Add provisioning steps in Workflow** – This is where you embed Profiles as steps in a Workflow.