Setup

1 Introduction
2 Setup Steps
- 2.1 Initial steps
- 2.2 Organization
- 2.3 Account details
- 2.4 Confirm email address
- 2.5 MFA

Introduction

The Setup phase is your first step in using Orthogramic, where you create your account and define your Organization. This foundational stage ensures that your profile and Organizational structure are correctly established, setting the groundwork for seamless document management and business architecture alignment.

During this phase, you will:

Create your user account, including setting up login credentials and security measures.
Define your Organization, including its classification, structure, and key details.
Enable Multi-Factor Authentication (MFA) to enhance security.

Once your setup is complete, you will move into the Getting Started phase, where you will log in and begin securely adding documents, refining your Organization's structure, and leveraging Orthogramic’s capabilities.

Setup Steps

Initial steps

After selecting an Orthogramic app subscription from the Orthogramic website, follow these steps to set up the application before creating a user account.

Type of work and role

Select a Type of Work

Select the closest type of work you perform so we can customise Orthogramic for you.
Add your role title.

Organization

Enter Organization Details

Enter the name of the Organization and your Organization website. We use this to create an Organization classification.

Organization classification

You will be requested to confirm your Organization classification. You are welcome to update the information about your information.

Please note: In Orthogramic, we use specific questions to define your organization's classification to ensure that the documents added to the platform are relevant and aligned with your business goals. This classification serves as an initial guide, particularly when the number of documents is still low, to prevent any unintended skewing of your organization's purpose or direction. By establishing this classification early on, we help maintain the integrity of your business documentation and ensure that it continues to support your strategic objectives. As more documents are added, this initial classification may evolve, but it remains crucial in the early stages to ensure consistency and relevance.

If Orthogramic cannot populate the Organization classification automatically, you will be requested to the information about your Organization yourself as shown below.

Organizations Types

Orthogramic classifies organizations into various types. See: Organization types

Account details

Fill in the necessary account details including your name, password, email address, phone number, country and timezone.

Confirm email address

Conforming email address

You will receive an email. Add the verification code in the email.

MFA

Adding MFA

Choose an authenticator app like Google Authenticator and Microsoft Authenticator to generate your one time password.
Scan the QR code
Add the verification code from the authenticator app.
Click "Verify" to enable MFA for the account.

Orthogramic user guide