How to Setup an Organization Follow
Setting up an organization in AutyFi is crucial for accurately representing your company on the platform. This process ensures your organization's needs are met, improving integration and operational efficiency. By providing essential details such as your organization’s ID, name, industry code, establishment date, and address, you enable AutyFi to enhance your business operations. Proper setup is key to making the most of AutyFi for your organization.
How to Set Up a New Organization in AutyFi
Follow these steps to set up a new organization in AutyFi:
Log In and Access Organization Settings
- Log In: Open your web browser, go to the AutyFi login page, and enter your credentials.
- Profile Logo: On the main screen, click the profile logo in the top right corner and select Organization from the dropdown menu.
Navigate to Add New Organization
- Gear Icon: On the organization settings page, click the gear icon in the top right corner and select Add New.
Set Up Your New Organization
- General Info: Fill in your organization's general information.
- Preferences: Set your preferences according to your business needs.
- Branding: Upload your brand preferences (JPEG and PNG files allowed).
- Segmentation: Define segments to organize your data access.
- Terminology: Select terminologies that suit your organization.
- Normalization: Configure data normalization settings.
- Onboarding Chasing: Choose your onboarding-chasing settings.
- Billing Preference: Choose your preferred billing method.
Save and Continue
- Save and Continue: After entering all the information in each section, click Save and Continue to complete your organization setup.
Summary
Following these steps, you can easily set up a new organization in AutyFi. This guide helps you navigate the process and ensures you have all the necessary information to get started.
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