Getting started with CoI

Before using CoI, users configure the company layout and define user access through role-based permissions. This setup ensures that only authorized users can create, review, or manage use cases based on their assigned roles. It also maintains data integrity by ensuring each use case is mapped to the correct department or business function.

User roles and permissions

CoI supports three roles, each with different access levels:

• Admin: Admins have full access to manage users, configure the company workspace, and handle billing, but they cannot create or review use cases.

• Executive: Executives can create and manage use cases and view all use cases and reports created across the tenant, but cannot modify company settings or manage user permissions. They can also invite other operators as collaborators.

• Operator: They can create and manage use cases, but only within their scope. Operators see only the items they have created.

Role-based access ensures each user has a focused and secure view aligned with their responsibilities.

Company and department setup

When a user logs in for the first time, they are directed to the 'Company Setup' process. This step is exclusive to admins, and the first user is automatically assigned the admin role. This configuration has two steps:

Step 1: Configure company details

Admins begin by entering foundational details about their organization, such as the company name, details, industry and more. They also define structural labels used across the platform, including department and sub-department.

The setup fields include:

• Company name: Name of the organization as it should appear across the platform. Example: Microsemi Technologies

• Company details: An optional summary or short description about the company’s operations, size, or focus area.

• Company logo: Upload the company’s logo for branding. This is optional; you can proceed without one if needed.

• Industry type: Select or enter your company’s industry to help contextualize use cases and reports. Example: Manufacturing, healthcare, BFSI

• Department label: Define how you want to refer to major divisions in your company. Example: Department, verticals

• Sub-department label: Define a label for sub-units within each department. Example: Business units, business functions

• Priority label: Set a label to define importance or urgency levels across departments or use cases. Example: Business Unit/BU priority, use case priority

• Objective label: Choose a label to represent strategic goals, metrics, or G&O mapping categories. Example: G&O mapping, objectives, OKRs

Click ‘Next’ to proceed to department and function configuration.

Step 2: Add departments and functions

After configuring company details, admins proceed to define the company’s departmental structure. The platform provides pre-defined departments, such as finance or marketing, which can be edited or deleted. Admins can also add custom departments and define their internal functions (sub-departments). For example, under "finance," you might define "accounts payable," "accounts receivable," and "FP&A" as functions.

Each department can have multiple functions. For instance:

• Finance & accounting

  • Accounts payable

  • Accounts receivable

  • Financial planning & analysis(FP&A)

• Human resources

  • Talent acquisition

  • Compensation & benefits

  • Learning and development

• Sales

  • Field sales

  • Inside sales

  • Sales operations

Use the ‘+ Add Vertical’ button to add more departments. In the pop-up window, select from preset options like finance, operations, IT, human resources, etc. Then click ‘Next’. This creates a new vertical on the setup screen, allowing you to add sub-departments or business functions.

Click ‘Save’ to complete the company setup. Once saved, admins can manage billing and invite executives or operators to start mapping use cases to specific departments and functions.