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Organization Setup

I. Register Organization

Step 1: Register

Register an account quickly at the following link

Step 2: Activate

Fill in all the information step by step and check your email to activate your account.

**Note: Each organization will have its own registered domain name in the form of:

[Abbreviation of the Organization]

This will be the official access domain of your Organization.

II. Set up Organization

Let’s set up a more friendly interface that align with your Organization's brand by updating the Logo and necessary Business Information by 2 steps:

Step 1: Logo & Name

  • Select "Settings" on the left toolbar
  • Choose "Company" on the horizontal toolbar

  • Continue to click on the Company name to update the Logo & short name

Step 2: Create Users

Add all relevant members in your Business to Simplamo.

2.1 Create Users

  • On the left toolbar of the screen, select "Settings"
  • In the "Users" section, click on "Create New"
  • Then start filling in the user information according to the available form and tick on the box "HR Performance".

2.2 User’s Roles

In the "Roles" section, you need to pay attention to the following permissions to make appropriate choices.

1. Owner:

  • Permissions: Full control rights over the Simplamo system: manage, delete or add accounts, access, edit data for all Companies.

    • If the Owner does not belong to any company or team, they can still access the data of the company and team to view, manage, and adjust. However, when creating data (Goals, Metrics, To-dos, ...), it is not possible to specify users who do not belong to that group.
    • Owners can view invoice information and receive invoice notifications.
  • Limitation: None

2. Admin:

  • Permissions: Full system management rights like the Owner.
  • Limitation: Can view the list of companies but cannot add, edit, and delete Companies.

3. Manager

  • Permissions: Users with the authority to manage, access, and edit data of a specific department/team.

    • Can create and edit information about the groups or users they manage
    • Can view data of any teams they are added into.
  • Limitation:

    • Cannot view other people's conversation
    • Cannot access invoice information
    • Cannot access Business Session
    • Unable to access Companies they do not belong to.

4. Employee:

  • Permissions: Users have the right to manage and edit their own data, view data of their department/team and the company they are added into.

  • Restrictions:

    • Unable to view other people's Conversations
    • Not allowed to edit Organizational Chart, Vision, Processes
    • Unable to access Settings page.

Step 3: Create a team

A default, Simplamo automatically sets up common teams for most Organizations

Leadership TeamThe team responsible for company's main activities that includes department heads at the C level
FinanceThe team responsible for financial activities such as accounting, CFO
SalesThe team responsible for Sales activities
MarketingThe team responsible for Marketing activities
OperationsThe team responsible for Operational activities

You can also add additional Departments/Teams in the "Teams" section - Click on the "Create New" button and sequentially add information, select the Company for this team, and related members.

Step 4: Invite Users to the Group

Invite other users to the Organization, and appropriate functional teams by

  • Select Team → Add users as members of the team.

III. Personal Information

Step 1: Activate

After being added to the workspace by the Owner, each user should monitor their Email to activate the account by selecting the "Accept Invitation" button.

Simplamo encourages users to change their profile picture - this helps create a genuine and vibrant system for your company's workspace.

Now that you have set up a working system for your organization on the Simplamo platform, remind each member to access their email to activate their account and start using it.

After setting up the workspace for the organization, the first important step in business management is to establish the Organization Chart with the right structure.