Set up the Organization
You will need to update your organization details prior to making your first decision
In this section learn how to
Set Up Organization Profile
Manage Organization Details
Update Financial Information
Add Decision Groups
Configure Role Permissions
Update Your Profile
Set Up Organization Profile
Personalising your organization in Decise allows you to configure essential information like financial details, decision groups, roles, and permissions. This setup is foundational for making data-driven decisions custom to your organisation's goals, strategy and vision.
What You’ll Need:
- Company Information
- Company Logo
- Financial InformationStrategy Information
Accessing Organization Settings
1. Go to Decise’s login page.
2. Enter your credentials and click Log In.
3. In the left-side menu, select Organization.
Setting Up Your Organization
In the Organization section, you can configure the following:
- Organization Profile
- Organization Details
- Financial Information
- Decision Groups
- Role Permissions
Completing the Organization Profile
To set up your Organization Profile:
1. Click Organization Profile to expand the menu.
2. Complete the following fields:
- Legal Name (Mandatory): The incorporated / legal registered name of the organization.
- Trading Name: The business name that is used to trade publicly.
- Company Industry: The industry the organization operates in.
- Logo: Upload the organization’s official logo.
- URLs: Links to the organization's website.
- Details: Brief description of the organization’s mission or purpose.
- Contact No.: The primary contact number.
- Tax Number: The organisation’s Tax Identification Number.
- No. of Employees: The total number of employees.
- Address: Official registered address.
- Job Titles: List job titles in your organization, or import a CSV file for quick setup, using the upload template provided.
- Departments: List departments within your organization, or import a CSV file, using the upload template provided.
- Contact No.: The primary contact number.
- Tax Number: The organisation’s Tax Identification Number.
- No. of Employees: The total number of employees.
- Address: Official registered address.
- Job Titles: List job titles in your organization, or import a CSV file for quick setup, using the upload template provided.
- Departments: List departments within your organization, or import a CSV file, using the upload template provided.
Download Organization Details
You can download your Organization section into a CSV format. The download displays:
- Organization Details
- Financial Details
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