Setting up the Organisation on the Hub

The Organisation is setup at SetupHub.

First time setup of Organisation must be in the number order in the menu, as follows

1. Account Details
2. Structure
3. Position Titles
4. Logo Upload

1.  Account Details

Contains all the details on the subscribing entity.  

2.  Structure 

Includes details on Entity, Location, Branch & Department.

Entity includes all the details on the various entities using the apps.  The Organisation (subscribing entity) is automatically added as an entity.  Any address changes made to the subscribing entity in Structure sync's with Account Details and vice versa.

You can have different entities using different apps.

To add a Location type the Location name and click add.

To add a Branch select the Location from the dropdown list,  type the new Branch name and click on add.

To add a Department, select the Branch and add the new Department name and click add.

3.  Positions Titles

Is the job title(s) of your users, which is then available when you add a user to User Management.  This field is not compulsory.

4.  Logo Upload