Setting Up Your Organization
A properly configured organization provides a solid foundation for managing tasks, issues, actions, inspections, audits, compliance activities, reporting, and collaboration across teams. Taking the time to complete the setup correctly helps improve e
simplchek
Last Update 12 hari yang lalu
Setting Up Your Organization
Overview
Before using SimplChek effectively, you must structure your organization properly.
This ensures:
i. Correct reporting
ii. Proper access control
iii. Clean analytics
When to Use This
When creating a new account
When onboarding a team
When scaling operations
Step-by-Step Guide: Setting Up Organization
Log into SimplChek
Click Setup (From the Dashboard)
Select Company Setup
Step 1 — Access Settings
Log into SimplChek
Click Setup (From the Dashboard)
Select Company Setup
Step 2 — Add Company Details
Enter the following details:
Company name
Site Name
Plan
Logo (Optional)
Industry
Click Save
Step 3 — Create Teams / Departments
Go to Teams
Click Create Team
Add the following details:
Team name (e.g., Operations, QA)
Description
Click Save
Step 4 — Add Locations
Navigate to Locations
Click Add Location
Enter the following details:
Site name
Address
Click Save
Step 5 — Invite Users
Go to Users
Click Invite User
Enter the following details:
Name
Role
Send invite
Best Practices
Use clear naming conventions (e.g., “Texas Warehouse 1”)
Avoid duplicate locations
Assign users to teams early
Tips
Start with 1 team + 1 location → expand later
Use roles to control access
Related Articles
User Roles & Permissions
Managing Locations
Template Access Control