When implementing CONFORMiT's SPACE platform, several configurations are required to customize the platform to the needs and practices of the organization.  The following steps are necessary in order to put a basic structure before the implementation of the modules acquired by your organization.

Follow the steps according to the following timeline for optimal configuration.

a)     General > settings :

1. Include a photo of the company logo.  The logo will be used to return to the base screen each time the user clicks on it.
   

🗒️ Article : How to Replace Your Logo

---

2.    Authentication

a)     General settings > authentication:

1. Single sign-on allows your users to access the CONFORMiT application using your Microsoft/Azure AD, Google, or other enterprise authentication portal.
   
2. Define API requirements.  If an API is required, contact your CSM for this request.
   

a)     Personnel :

1. Create a list of your organization's personnel. 
   
2. If the organization has more than 50 people, we offer the staff import service.  To do this, we will provide an Excel file that will need to be completed by your organization.
   

       IMPORTANT: Not all staff will be users of the platform.  However, all your employees can be involved in an incident. This is why all staff should be registered in the platform.

🗒️ Article : How to Add or Delete a Person From the List of Personnel
🗒️ Article : How to Add a Person to the List of Personnel While Creating a New User

b)     Users of the platform (General Settings > Users  and Rights > Users):

1. Create your users who are the people who will work with the WEB platform and the CONFORMIT CONTROL mobile application.
   
2. Assign roles to users that will then allow you to manage their rights (permissions) in the platform. Refer to section 3.c) below.
3. If the organization has more than 50 users, we offer the user import service.  To do this, we will provide an Excel file that will need to be completed by your organization.

🗒️ Article : How to Create a New User

         

c)     Platform user roles (General Settings  > Users and Rights > Roles and Rights):

1. Define the roles of the users who will use the platform. 
2. Set the rights (permissions) for each role for each module acquired by the organization.

Note: A person can have multiple roles.

🗒️Article: How to Create a New Userhow to Create a Role and Determine Rights

---

4.    Types of organizational units

 a)     Settings >  Organization > Organizational unit types:

·       Determine whether the default structure works for your organization.  This is useful for ADRs, for triage of incidents and inspection locations. 

§  Company/Site/Department/Division that can be modified according to your organization.

🗒️Article: Attributes of Unit Types and Creating a New Unit Type

---

5.    Organization

🗒️Article: How to Create and Move Unit in the Organization

a)     Organization > settings :

1. Check the modules to which you want to give access for each organizational unit.
   

🗒️Article: Managing What Can Be Associated With the Parent Unit and Child Unit

1. Define Owners* (see box below) for each organizational unit. Decide whether these owners are inherited or specified manually. 

🗒️Article: Unit Owners and Members: Functions, Adding, Deleting

Owners are the persons who will be notified  as soon as an incident (S&S, Environment and Property Damage of any severity) is reported in the organizational units you grant in the platform.  These people must first be users. 

1. Define members* (see box below) for each organizational unit. Decide whether these members are inherited or specified manually. 

🗒️Article: Unit Owners and Members: Functions, Adding, Deleting.

Members are the individuals with access to information  in the organizational units you grant in the Platform.  These people must first be users.  Being a member allows you to perform actions in the platform (e.g. make inspections, declare an event) according to the rights you will grant in the section (Settings > Users and rights > Roles and rights).

For more detailed information please follow the link to the list of content that is describing the process of initial setup of the new tenant:

🗒️Article: Initial Setup

Primary steps would be creating Roles and Rights, creating Users and assigning those roles to them, and creating your Organizational structure (defining membership and what can be associated to which unit).

1.    Upper toolbar navigation shortcuts.

2.    How to create a Role and determine Rights?

3.    Creating a new user.

4.    How to add a person to the list of Personnel while creating a new user?

5.    Editing user details or deactivating a user.

6.    How to create and move unit of the Organization?

7.    Meaning of unit details in the organizational structure.

8.    Unit owners and members: functions, adding, deleting.

9.    Managing what can be associated with the Parent unit and Child unit.

10. Attributes of unit types and creating a new Unit type.

It may be also useful to get familiar with the rest of the content in the knowledge base section Organization that explains certain features and tips on how to use them.

---

Checklist

Item	Section	Status
Download the Company logo	General settings > general
Select authentication mode	General settings > authentication
Create the personnel list or request its import	Personnel
Create the list of users or request its import	General Settings > Users and > Rights
Define roles that will have rights	General Settings  >  Users and Rights > Roles and Rights
Define the rights of each role for the acquired modules	General Settings  >  Users and Rights > Roles and Rights
Define organizational unit types	Settings  >  Organization > Types of organizational unit
Establish the organizational structure of the organization (multi-sites, departments, factories, campuses...)	Organization
Define the modules granted to each organizational unit	Organization
Define the owners of each organizational unit (if the Event module is acquired)	Organization
Define the members of each organizational unit (if the Event module is acquired)	Organization