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Introduction
The Setup guide provides a comprehensive overview of the initial setup process for Orthogramic, ensuring that your application is tailored to meet your organizational needs. By following the detailed steps outlined in this guide, you can ensure a smooth and efficient setup, allowing you to leverage the full capabilities of Orthogramic for managing organizational information.
Key Features
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Type of Work and Role: Customize Orthogramic based on your specific type of work and role within the organization.
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Organization Details: Enter essential details about your organization, including name, website, and classification.
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Account Details: Fill in necessary account information such as name, password, email address, phone number, country, and timezone.
phase is your first step in using Orthogramic, where you create your account and define your Organization. This foundational stage ensures that your profile and Organizational structure are correctly established, setting the groundwork for seamless document management and business architecture alignment.
During this phase, you will:
Create your user account, including setting up login credentials and security measures.
Define your Organization, including its classification, structure, and key details.
Enable Multi-Factor Authentication (MFA): Enhance account security by adding MFA using an authenticator app.Further Setup Steps: Detailed steps for classifying and managing organizational information, defining user types, categorizing documents, and aligning business architecture with strategic goals to enhance security.
Once your setup is complete, you will move into the Getting Started phase, where you will log in and begin securely adding documents, refining your Organization's structure, and leveraging Orthogramic’s capabilities.
Setup Steps
Initial steps
After selecting an Orthogramic app subscription from the Orthogramic website, follow these steps to set up the application before creating a user account.
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Select the closest type of work you perform so we can customise Orthogramic for you.
Add your role title.
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Organization
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Enter Organisation Organization Details
Enter the name of the organisation Organization and your organisation Organization website. We use this to create an organisation Organization classification.
Organisation Organization classification
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You will be requested to confirm your organisation Organization classification. You are welcome to update the information about your information.
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If Orthogramic cannot populate the organisation Organization classification automatically, you will be requested to the information about your organisation Organization yourself as shown below.
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Organizations Types
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