Setup

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

Type of Work and Role: Customize Orthogramic based on your specific type of work and role within the organization.
Organization Details: Enter essential details about your organization, including name, website, and classification.
Account Details: Fill in necessary account information such as name, password, email address, phone number, country, and timezone.
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.

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.

Type of work and role

Select a Type of Work

Select the closest type of work you perform so we can customise Orthogramic for you.
Add your role title.

Organisation

Enter Organisation Details

Enter the name of the organisation and your organisation website. We use this to create an organisation classification.

Organisation classification

You will be requested to confirm your organisation classification. You are welcome to update the information about your information.

Please note: In Orthogramic, we use specific questions to define your organization's classification to ensure that the documents added to the platform are relevant and aligned with your business goals. This classification serves as an initial guide, particularly when the number of documents is still low, to prevent any unintended skewing of your organization's purpose or direction. By establishing this classification early on, we help maintain the integrity of your business documentation and ensure that it continues to support your strategic objectives. As more documents are added, this initial classification may evolve, but it remains crucial in the early stages to ensure consistency and relevance.

If Orthogramic cannot populate the organisation classification automatically, you will be requested to the information about your organisation yourself as shown below.

Organizations Types

Orthogramic classifies organizations into various types. See: Organization types

Account details

Fill in the necessary account details including your name, password, email address, phone number, country and timezone.

Confirm email address

Conforming email address

You will receive an email. Add the verification code in the email.

MFA

Adding MFA

Choose an authenticator app like Google Authenticator and Microsoft Authenticator to generate your one time password.
Scan the QR code
Add the verification code from the authenticator app.
Click "Verify" to enable MFA for the account.