Set up your organization
When your organization is new to Dalfin, a few settings are worth doing first: your organization's details and who can use which system. There's no setup wizard. This guide takes you through each area in a sensible order and points you to the full instructions.
Before you start
- You need to be the organization owner, or have been given permission to manage organization configuration. Other users don't see these settings.
- Your organization must already have a Dalfin account and you must be able to sign in to it.
Steps
Open Organization Configuration
Select your name or picture to open your account menu, then select Settings. In the settings menu on the left, open Organization Configuration. You'll see the areas you have access to, such as Assign System Users, Organization Settings and Audit Logs.
Check your organization's details
Select Organization Settings. The page shows your logo, Organization Details (name, admin email and phone number) and Organization Address. Select Edit on a section to correct it, then select Update.
Full instructions: Organization settings.
Give people access to systems
Select Assign System Users to choose which users can open which systems. People only see the systems they've been assigned to.
Full instructions: Assign users to systems.
Set up the rest when you need it
Depending on your permissions, Organization Configuration also has File Explorer, Domain, Email Configuration and Secret Manager. You don't need these on day one. Come back to them when you want your own web address or email sender.
Tip: Before you build your first app, check your AEU balance on the Dalfin home. Every new generation costs at least 5 AEU.