Guide8 minutes
Adding departments and colleagues
Build your organisation’s structure, add your colleagues and give them roles.
1
Create the departments
Add your departments and name a head for each one. It is the head who receives the approvals and tasks that arrive for the department.
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2
Invite your colleagues
For each person, enter a name, an email address, a department and a job title. The invitation goes by email and they choose their own password.
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3
Give them roles
The role decides which modules a person sees and which documents — only their own, their department’s, or the whole organisation’s.
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Tip
✓ Start with narrow permissions and widen them as needed — that is safer than taking permissions away later.
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