Understanding Organisations

An Organisation in Fidura represents your firm's workspace—the top-level container for all your corporate administration activities. It's where you manage multiple client entities, stakeholders, documents, and tasks across your entire portfolio.

What is an Organisation?

An Organisation is your firm's workspace in Fidura. It contains:

• Multiple Entities: All companies you provide corporate administration services for
• Stakeholders: Organization-level contacts that can be associated with multiple entities
• Documents: Central document repository accessible across all entities
• Tasks: Organization-wide task management and deadline tracking
• Users: Team members with different roles and permissions
• Settings: Organization-level configuration and white-label branding

Key Features

Centralized Management

Manage your entire client portfolio from one place. View all entities, stakeholders, and tasks across all companies in a single dashboard.

Organization-Level Stakeholders

Stakeholders can exist at the organization level, allowing you to track individuals or entities that have relationships with multiple companies in your portfolio.

Unified Reporting

Generate reports and analytics across all entities, providing insights into your entire client portfolio.

White-Label Platform

Customize the platform with your firm's branding, creating a seamless experience for your clients.

Setting up your Organisation's Account

When you first sign up for Fidura, you'll need to set up your organization's account. This is your firm's workspace where you'll manage all your client entities, stakeholders, documents, and tasks.

Steps to Set Up Your Organization

1. Create Your Account: Sign up for Fidura using your email address
2. Enter Organization Details: Provide your organization's name, description, and contact information
3. Configure Settings: Set up your organization's preferences, including default currency and date formats
4. Set Up Branding: Upload your logo and customize your portal colors (optional for white-label)
5. Invite Team Members: Add users and assign appropriate roles

What You Can Configure

• General Information: Set the organization's name, description, and contact details
• Branding: Upload your logo and icon, customize portal colors, and define your login portal slug
• Preferences: Choose default currency, date formats, and regional settings
• Security: Enable two-factor authentication and manage access controls

Next Steps

After setting up your organization, you can:

• Customize your white-label platform
• Manage users and access rights
• Add your first entity