# Configuring accounts, system and content

{% stepper %}
{% step %}

### Configure the system

* Customize your Nexthink instance appearance.
* Define device and user classification rules.

Refer to [appearance](https://docs.nexthink.com/platform/user-guide/administration/system-configuration/appearance "mention") and [product-configuration](https://docs.nexthink.com/platform/user-guide/administration/system-configuration/product-configuration "mention") documentation for more information.
{% endstep %}

{% step %}

### Set up accounts and access control

* Define roles with permissions that align with responsibilities and appropriate access scope. 
* Create Nexthink user accounts and assign appropriate roles.
* Configure SSO, if applicable.

Refer to the [account-management](https://docs.nexthink.com/platform/user-guide/administration/account-management "mention") documentation for more information.
{% endstep %}

{% step %}

### Configure data retention

Specify data retention periods for **Inventory** and **Operational** data in accordance with your privacy and compliance policy.

Refer to the [data-management](https://docs.nexthink.com/platform/user-guide/administration/content-management/data-management "mention") documentation for more information.
{% endstep %}

{% step %}

### Configure Nexthink content

Install content from the Nexthink Library or create custom content as needed.

* Configure content that extends the NQL data model with additional context and supports visualization and analysis. This includes [Custom fields](https://docs.nexthink.com/platform/user-guide/administration/content-management/custom-fields-management), [Custom trends](https://docs.nexthink.com/platform/user-guide/administration/content-management/custom-trends-management), [Ratings](https://docs.nexthink.com/platform/user-guide/administration/content-management/ratings-management) and [Checklists](https://docs.nexthink.com/platform/user-guide/device-view/checklists).
* [Configure content](https://docs.nexthink.com/platform/user-guide) used for monitoring, troubleshooting, automation and engagement (for example, applications, campaigns, dashboards, workflows).
* If applicable, create content required for the Digital Employee Experience (DEX) score, such as [applications](https://docs.nexthink.com/platform/user-guide/applications/configuring-applications) and the [DEX campaign](https://docs.nexthink.com/platform/user-guide/administration/content-management/digital-experience-score-management/configuring-dex-campaign).
  {% endstep %}

{% step %}

### Configure Digital Experience (DEX) Score 

* Select the applications to be included in the DEX score computation. 
* Select the metrics to be included in the DEX score computation and define thresholds for each metric.
* Select the campaign used to incorporate sentiment data into the DEX score computation.

Refer to the [digital-experience-score-management](https://docs.nexthink.com/platform/user-guide/administration/content-management/digital-experience-score-management "mention") documentation for more information.
{% endstep %}
{% endstepper %}