Setup Your Organization

📄️ Company Info

Use the Company Information page in Setup to track what’s important about your company’s organization in Steedos. This page contains the information that was provided when your company signed up with Steedos.

📄️ Manage Users

In Steedos, each user is uniquely identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data.

📄️ Manage Departments

The Department Management feature allows you to easily manage and organize departments within your organization. With this feature, you can create, edit, and delete departments as well as assign employees to specific departments.

📄️ Installed Packages

You can install packages into your Steedos organization, and then configure and manage them. To view the packages you’ve installed, from Setup, select Installed Packages.

📄️ Import Data

Steedos offers several ways to import your data. You can import up to 50,000 records into Steedos.

📄️ Audit logs

The audit log is the report of all the activities done in your Steedos account. It will capture and display events automatically by recording who performed an activity, what when, and where the activity was performed, along with other information such as IP address.

📄️ White Label

White Label feature will allow you to remove the Steedos branding from the Steedos platform and add your own custom logo and text.