This article will show you how you can create organisations on Capptions Direct
Before we get started
What is an organisation?
An organisation on Capptions Direct is an environment where you can create forms, reports, and workflows as well as perform inspections. It is where you can manage your teams by assigning roles and tasks to complete and keep track of their activity. An organisation can therefore be viewed in many ways, depending on the internal structure of the organisation you work for.
In order to create an organisation, you must have a Capptions Direct account. Click here to sign up.
Step 1: Click on the Organisation tab
Once you have signed up or logged in, you will land on the Activity Overview page. Click on the Organisation tab, which you can find in the top left-hand corner of the screen.
Step 2: Click on New Organisation
The expanded overview will show a list of organisations that you have created and/ or have access to as a member, manager, or admin. Click on New Organisation.
Step 3: Type in the organisation name
Describe your organisation's name. Remember, you can create multiple organisations under your account. Every organisation is a separate environment where you can manage templates, workflows, reports, and dashboards. An organisation can therefore be used for a separate company and/or project that you work for.
You do have the option to add your team members during this step, or you can decide to add users at a later stage.
Step 4: Click Submit to create the Organisation
Once you have created your organisation, you can move on to the next step of adding admins to your organisation who will be responsible for building forms, reports, and workflows and members who are responsible for performing inspections and /or completing tasks.
Step 5: Add an Organisation logo
Optionally, you can add your logo to further customise your organisation
And that's how easy it is!
We hope this article is helpful in creating organisations. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!