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Getting StartedSetting Up Your Organization

Setting Up Your Organization

After your first login, configure your workspace to match your organization’s structure.

Company Settings

Navigate to Configuration & Setup → Company to set up:

  • Company Name — Your organization’s display name
  • Company Logo — Upload your brand logo (appears in sidebar and documents)
  • Industry — Select your industry type
  • Address — Company registered address
  • Contact Information — Phone, email, website

Branches

If your organization operates from multiple locations, set up branches:

  1. Go to Configuration & Setup → Company
  2. Navigate to the Branches tab
  3. Click Add Branch
  4. Enter branch name, address, and contact details

Branches are used to organize employees by work location.

Departments

Departments help organize your employee hierarchy:

  1. Departments can be created when adding employees
  2. Each employee is assigned to a department
  3. The organization chart reflects department structure

Adding Your First Users

To invite team members to the system:

  1. Go to Configuration & Setup → User Management
  2. Click Add New User
  3. Enter the user’s name, email, and assign a role:
    • Super Admin — Full system access
    • HR Admin — HR operations access
    • Manager — Team management access
    • Employee — Self-service access only
  4. The user will receive an email to set up their password

Next Steps

Once your organization is configured:

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