Home | Getting Started | About | Navigation | Dashboard | Rules | Validations | Organization | Tasks | Security | Account | Integrations


Learn how to set up your organization.

Navigate on this page

Members

Groups

Systems

Settings

Data Products

Members

This section shows all the members of your organization. Depending on your role, you can manage member permissions and set up technical rules.


image.png

With the “Techie” role the member gets enabled to set up the technical rule definition. The “Owner” can add the “Techie” and “Owner” role to members.


Groups

This section represents your organization’s structure.


“Owners” can recreate the structure of their organization here. This should be created in relation to the integrated systems.

image.png


To add a new group click on “Create”.

image.png


Enter a “Group Name”. If there is a “Parent Group” (e.g. Group Name “Procurement CH” and Parent Group “Procurement”) add the respective “Parent Group”. You can’t add a “Child Group” as “Parent Group”.

image.png


Click on “Edit” to add the responsible “Data Stewards” to the Group. They will be the ones reveiving the tasks for correction.

image.png