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Organization setup
Configure your initial site and company structure.
admin
Who this is for
System Administrators.
Before you start
- Confirm your legal entity name and primary currency
- Identify the list of sites or physical locations to be managed
- Ensure you have Administrative permissions enabled
Workflow
- Navigate to Settings > Organization.
- Enter your organization metadata, including name, logo, and time zone.
- Define your Site Structure by adding sites and sub-locations.
- Configure primary contact details and notification escalation rules.
- Save and validate the configuration across all modules.
What to check next
- Define user roles and permissions
- Configure site-specific operational policies
- Prepare your asset register for import
Common mistakes
- Skipping time zone configuration, leading to incorrect log timestamps
- Creating a flat site list instead of a hierarchical structure
- Using temporary names for sites that appear in public-facing reports