- 12 Sep 2023
- 1 Minute to read
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Create organisation
- Updated on 12 Sep 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
Here you can create the organizational structure.
Create companies
Press "Organisations overview" (a) and then "Companies" (b).
Press + (c) to create a new one.
The window for creating a company appears. Enter the name (d) and other wanted information and press "Save" (e).
Then decide how many levels you want to create.
Create departments
Should a department be created, then click on "Departments" (f) or else you can continue with create a person.
Press + (g) to create a new one.
The window for creating a department appears. Select which company the department belongs to (h), enter a name (i) and other wanted information and press "Save" (j).
Create persons/users
Finally, the person is created. Press "Persons/users" (k).
Press + (l) to create a new person.
The window for creating a person appears. Enter the name (m) and select which company or department the person belongs to (n). If the person is a user, you have to enter the e-mail (o), mark the field "Is user" (p), select a user role (q) and a system language (r) and then enter a user name (s) and a password* (t). When the wanted information are filled in, press "Save" (u).
*the password must contain at least 8 characters, at least one capital letter and at least one character or number