Organization Setup

Organization setup in safer.plus establishes the foundation for user management, data access, and workflow configuration.

---

Overview

The organization setup allows you to:

• Configure your organization's structure using Business Units
• Set up user access and permissions
• Establish data ownership and visibility rules
• Define approval workflows

Configuration Steps

1. Create your organization's Business Units structure
2. Configure user assignments and access levels
3. Set up custom permissions and visibility rules if needed
4. Test access controls and workflows

For detailed information about Business Units, including structure, permissions and examples, see Business Units.

Related Pages

• User Management
• Business Units

Support

For assistance with organization setup, contact [email protected].