Organization Setup

Audience: Company Admins, Strategy Managers and authorized group/platform administrators

Prepare company information, units, users and the strategic cycle. These are tasks, not mandatory phase transitions; each is available through its menu.

1. Company information

Review company name, description, sector, country, website and branding in Settings → Company Settings (/platform/tenant). The logo is configured as a URL. Strategy Managers cannot edit the company profile; an authorized company/group/platform administrator does so.

Check-in reminder days, KPI overdue grace days and default invitation validity are company settings on this page. See Company Settings.

2. Organization tree

1. Open Organization → Organization Structure (/org).
2. Create the company root and its departments/teams.
3. Assign leaders and members according to actual responsibility.
4. Confirm each change is saved.

Leader assignments may affect a user's role. Team Leads have limited membership/leader actions in their led subtree; this is different from managing the whole tree. See Roles and Permissions.

3. Users and invitations

Manage existing memberships or invite a user in Settings → Users. Check e-mail, role and company/unit scope. Administrators may act only up to their own role level; self-action and last-administrator protections apply.

Creating an invitation does not guarantee e-mail delivery. Without SMTP, the invitation link is still created and the page shows an e-mail warning. There is no CSV import wizard. See User Management.

4. Prepare the strategic cycle

1. Open Organization → Strategic Cycles.
2. Enter the new cycle's name and date range.
3. Use dates matching your organization's calendar; there is no separate “Fiscal Year” settings tab.
4. Check existing cycles before activation: a company may have only one active strategic cycle.

Create OKR cycles under it for shorter tracking periods.

5. Direction and products

• Use Strategy → Mission & Vision for the selected cycle's mission, vision and core values.
• Define analysis products in Organization → Products & Services.
• Review the default criteria for new KPIs in Settings → Success Criteria Template.

Setup checklist

• Can users select the correct company and cycle?
• Do units and leaders match the actual organization?
• Do users have the correct role and scope?
• Are cycle dates and active state correct?
• Is invitation e-mail working, or is link sharing arranged?

Choose the next task according to need: Status Reports, analyses, focus areas or OKRs. A resource approval or positive/negative phase result is not a general prerequisite for opening these screens.