Organisation members are selected by other org users to manage departments, access and daily activities.

This article helps organisation members get set up smoothly.

Manage departments

• Create organisation departments from Settings > Members > Departments.
• Add colleagues to departments from Settings > Members > Users.
• Grant colleagues from specific departments access to asset information from Asset Profiles.

Engage community

• Engage your community by effortlessly sharing custom content like images, videos and PDFs via the Newsfeed.
• Complete tasks faster with automatic alerts when docs, surveys and uploads are due.

Automate docs

• Create reusable contracts, forms and agreements from the Templates tab of your organisation.
• Request eSignatures from stakeholders and track workflow status of outstanding tasks from Submissions.
• Automate storage every time an action is completed like filling in a field or signing a form.

Project manage

• Automate deal tasks by creating Deal setups from Settings.
• Control access by granting participants granular permissions from the Members tab of each deal.
• Align parties with real time alerts to clarify next steps and a deal feed to highlight previous activity.

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, provide product specialists are on hand to review current processes, help migrate data and provide 1-on-1 training sessions.

Related articles

• Asset profiles
• Document templates
• Deal setups