Managing multiple organizations effectively within Jüulio™ can greatly enhance operational efficiency. This tutorial will guide you through the process of managing organizational settings and ensuring that each organization within your Jüulio™ installation operates optimally.
Accessing the Organization Management Function
- Navigate to Organization Section: Log into your Jüulio™ account and select the ‘Organization’ function from the top menu. This is where you manage the details of the currently selected organization.
Selecting and Managing an Organization
- Choose an Organization: If you have multiple organizations set up within Jüulio™, select the organization you wish to manage from the top menu.
- Manage Organization: Click on the ‘Manage’ button to edit the organization’s details.
Editing Organization Details
- Change Organization Details:
- Update Name: You can change the name of the organization to reflect rebranding or other changes.
- Adjust Specific Details: Modify other specific details such as the location and operational parameters of the organization.
Accessing Organization Settings
- Go to Settings Area:
- Settings Overview: Navigate to the settings area where you can manage all configurations related to the selected organization.
- Distinct Settings: It is crucial to understand that these settings are specific to the organization and do not affect other organizations within your Jüulio™ platform.
Configuring Specific Settings
- Customize Layout and Logos: Adjust how logos are positioned and other layout-related settings to align with your brand’s visual guidelines.
- Accounting Settings:
- Set Fiscal Year: Define the start and end of the fiscal year for accounting purposes.
- Manage Bonuses: Configure bonus settings, determining how bonuses are calculated and distributed among employees.
- Invitation Settings:
- Configure Invite Duration: Set how long invites sent to potential employees or collaborators last before expiring.
- Timer Settings:
- Time Tracker Customization: Customize how the time tracker functions, specifying which components are mandatory for use during time tracking.
- Task Settings:
- Task Management Options: Adjust settings related to task management, including who can manage tasks and how tasks are assigned and tracked within the organization.
Managing Integration Between Organizations
- Contact for Custom Integration: If you need your organizations within Jüulio™ to communicate or share resources (like employees or accounting data), it is essential to contact Jüulio™ support for assistance in creating a custom version tailored to your specific needs.
Conclusion
This tutorial provides a comprehensive guide on how to manage individual organizations within Jüulio™, from basic details adjustments to complex settings configurations. By following these steps, you can ensure that each organization under your management operates efficiently and in alignment with your business objectives.