Skip to main content

Organization

The functionalities described in this module enable the management of the organizational structure of users on the Fintin platform. They allow defining user groups, configuring sales networks, and managing permissions and roles in the system.

Key Features​

  • Organizational Structure Management – defining hierarchy and teams
  • User Group Configuration – creating operational teams
  • Permission Management – controlling access to features
  • Integration with Modules – linking structure to business processes

Configuration Areas​

Task Manager Structure​

Configuration of the organizational structure for the Task Manager module:

Sales Network​

Management of sales channel structure:

  • Sales point configuration
  • Sales team management
  • Performance monitoring

Configuration Process​

  1. Structure analysis – determining organizational needs
  2. Group definition – creating operational teams
  3. Permission assignment – configuring access to features
  4. Testing – verifying configuration correctness
  5. Deployment – launching structures in production environment
Requirements

Configuring the organizational structure requires system administrator permissions. It is recommended to conduct an organizational needs analysis before starting configuration.