Serendata

Matthew Hammett

Everything you need to know about setting up your Organisation.

This best practice article takes you through every step from initially logging in to setting up your Organisation.

How to set up and manage User Permissions to ensure everyone has the right level of access to the data.

How to create Business Areas or departments that match the company structure of your organisation.

How to set up the Locations that your organisation operates in.

How to create a new Role and make updates at an organisation level.

How to upload Stakeholders to your Organisation to easily populate your master data.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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