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Getting Your Account Ready for your Organization

Posted on 29 December 2023 10:56 pm

Once you set up your organization, you must do a few things befire you can start using your account.

Each FileEazy account comes with a default Branch and default Workspace. Everything you do in FileEazy belongs to a branch and a workspace within that branch. Depending on the Plan you purchased you can create multiple branches and Workspaces. The first installation of FileEazy will have the following default items alredy:

  • Branch
  • Department
  • User Roles
  • Users
  • Workspace

You must make sure that the default entries are what you need in your organization or make appropriate changes.

Given below is a typical architecture of an organization.