Admin users create organisations and manage settings, departments, access and asset activities.

This article helps admin users get set up smoothly.

Setup

Think of your organisation like a central hub through which you can import legacy asset data, manage settings, departments, access and daily activities all from your organisation's Settings page. 

To set up smoothly, complete the below steps:

1. Create your organisation
2. Submit organisation details
3. Create asset profiles
4. Add departments
5. Import assets
6. Invite colleagues
7. Connect stakeholders

The articles linked at the bottom of the page will guide you through each of the onboarding steps above.

Quick start

• Automate the collection and completion of paperwork from Submissions.
• Initiate secure deal rooms and invite participants from Deals.
• Share custom content and reach your network instantly using the Newsfeed.

Need a hand?

• Front Office AI provides an intuitive digital onboarding process to get you up and running smoothly.
• We also have plenty of support articles on the Support Hub that explain key features in detail.
• For users seeking bespoke support, get in touch. Our product specialists are on hand to review current processes, help migrate data and provide 1-on-1 training sessions.

Related articles

• Submit organisation details
• Create asset profiles
• Manage departments
• Import assets
• Invite colleagues
• Connect stakeholders