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Set Up Your Organization for Smooth Operations

Leverage a central dashboard to set defaults for your organization, add roles & responsibilities, manage org documents, and more

roles and responsibilities

Roles & Responsibilities

Seamlessly create, update, and oversee user roles to align with organizational structure and requirements. Enable administrators to define role-based permissions, customize access levels, and manage role assignments effortlessly, ensuring adherence to security protocols and operational needs.

Switching & Assigning Roles

Facilitate smooth transitions between user roles to enhance flexibility and adaptability within the organization. Enable administrators and users to assign and switch roles seamlessly, accommodating changes in responsibilities, departmental requirements, and project demands with minimal disruption to workflow continuity.

switching and assigning roles
transfer responsibility

Transfer Responsibility

Enable seamless transfer of responsibilities between internal and external users for efficient task delegation and handover. Provide a user-friendly interface for initiating and managing responsibility transfers, ensuring continuity in workflow processes and accountability for assigned tasks.

Edit Permissions

Customize role-based permissions with the Edit Permissions feature, providing administrators with precise control over user access and actions. Empower administrators to define granular permissions such as Full Access, Edit, Create, View, and Delete, tailoring access levels to align with organizational requirements. Enhance security, compliance, and data integrity by managing permissions effectively within the system.

edit permissions
employee defaults

Employee Defaults

Set employee defaults for your organization to use them in future anytime, anywhere. Set defaults like employee types, designations, employee category, skills, and a lot more. Allow your users and employees to use these defaults across the modules in your organization environment.

Manage Org Details

Implement structured approval processes to facilitate timely decision-making and accountability across organizational workflows. Configure customizable approval flows to route requests, documents, and actions through designated channels, ensuring adherence to compliance standards, and optimizing operational efficiency.

Manage organization details
manage organization wide announcements

Make Org-wide Announcements

Communicate your message, publish an event invite, or small or big announcements in a visually pleasing manner. Control how your announcements for mobile and web screen to provide a personalized user experience and ensure the message is communicated in an engaging way.

Frequently asked questions

Make Employee Experience Rich & Seamless

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