Creating a new organization in Inmanage is a very simple and user-friendly process. Here is a step-by-step guide to creating an organization:
1. Click on the “Create Organization” Button on the Sidebar: In the first step, start the process of creating an organization by clicking on the “Create Organization” button on the left side menu of the application.
2. Determine Your Organization Purpose: In the window that opens, enter the purpose of the organization you will create. This is important in determining the area and goals your organization will focus on.
3. Choose Team Size: In the second step, specify how many people you will have a team in your organization. This information is necessary for planning your organizational structure.
4. Determine Your Field of Work: In the third step, choose which sector or field you will operate in. This helps you position your organization correctly.
5. Invite a Team Member: In the fourth step, you can invite new members to your team. In this step, you can send invitations by entering the e-mail addresses of the people you want to invite.
6. Select the Applications You Use: In the fifth step, select the applications you will use to manage your organization. This will make your business processes more efficient.
7. Create Your Organization: In the last step, check all the information and click on the “Create” button. Now your organization is ready!
* Determine your purpose clearly: Define well the purpose for which you established your organization and what you want to achieve.
* Choose the right team size: Your team's size is important for management and operation.
* Choose applications carefully: Choosing tools that fit your organization's needs increases your productivity.
Follow these steps to create and manage your organization's profile:
1. Click the “Organization” Button in the Sidebar: Click the “Organization” button in the left side menu of the application to manage your organization profile. This will redirect you to the organization profile page.
2. Enter Company Name: On the organization profile page, enter the full name of your organization. This will help you identify your organization.
3. Add a Detailed Description: Add a detailed description of your organization, such as its mission, vision, goals, and areas of activity. This provides clear information about what your organization does.
4. Upload Your Company Logo: Upload a logo to increase your organization's recognizability. The logo visually represents your organization and strengthens your brand.
5. Edit Profile Information: You can also edit other information on the organization profile page when necessary. This information includes contact information,address and other important details.
With these steps, you can create your organization profile completely and professionally. Your organization profile will be visible to other users and your business partners and will make you known.