# Configuring accounts, system and content

{% stepper %}
{% step %}
**Configure the system**

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

Refer to [Appearance](/platform/user-guide/administration/system-configuration/appearance.md) and [Product configuration](/platform/user-guide/administration/system-configuration/product-configuration.md) 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](/platform/user-guide/administration/account-management.md) 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](/platform/user-guide/administration/content-management/data-management.md) 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](/platform/user-guide/administration/content-management/custom-fields-management.md), [Custom trends](/platform/user-guide/administration/content-management/custom-trends-management.md), [Ratings](/platform/user-guide/administration/content-management/ratings-management.md) and [Checklists](/platform/user-guide/device-view/checklists.md).
* [Configure content](/platform/user-guide.md) 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](/platform/user-guide/applications/configuring-applications.md) and the [DEX campaign](/platform/user-guide/administration/content-management/digital-experience-score-management/configuring-dex-campaign.md).
  {% 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](/platform/user-guide/administration/content-management/digital-experience-score-management.md) documentation for more information.
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.nexthink.com/platform/configuring_nexthink/configuring-your-platform/administration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.