How do we setup our new workspace?

Getting your organisation's compliance platform operational is straightforward when you follow the right sequence. This guide gives you a high-level summary of how to set-up your new workspace.


What You'll Need:

  • Admin access to your Kinatico Compliance Account

Time Required: 30 minutes

Instructions


Step 1: Configure Your Organisational Departments

  • From the main Navigation go to Organisations>User Directory 
  • Select +Add 
  • Select Department 
  • Input the Department Name, Department Description (optional) and Owner 
  • Select Add then Add department

For more help with this step click here 


Step 2: Add Users to Your User Directory

Before you can send someone an activity to complete, they must exist in the App User Directory. On the free plan, you can add up to 5 users manually.

  • From the main navigation go to Organisations>User Directory 
  • Select +Add 
  • Select User 
  • Fill in the 4 sections about the user (Purpose, Basic details, Address, Organisation) 

💡 Pro Tip: On the paid plan, you can import your user directory by integrating with your HRIS.

For more help with this step click here


Step 3: Explore the Activity Library

  • From the main navigation go to Activities>Library 
  • Click into each activity to preview it 
    • Standard: Activities included in your subscription 
    • Custom Activities: A form builder that lets you create activities from scratch and save them on your account 
    • Add On: Industry standard activities you can purchase 

Step 4: Assign Your First Activity

When you assign an activity to an app user, it prompts them to download the app and complete the outstanding task. 

  • From the main navigation go to Activities>Manage Activities
  • Select +Assign Activity 

For more help with this step click here

Recommended Next Steps

  • Add additional team members to your organisation account (instructions)
  • Create your first custom activity tailored to your specific needs (instructions)
  • Review and optimise your subscription plan

Common Questions

Q: How quickly can my team start completing compliance activities? A: Once you assign activities, users typically receive notifications within minutes and can begin completing tasks immediately on their mobile devices.

Troubleshooting


Issue: Users not receiving app invitation emails

Solution:

  • Verify user email addresses are correct in their profiles
  • Check users' spam/junk email folders

When to escalate: If notification issues persist after verification, contact our technical support team for email delivery troubleshooting.

Need Additional Help?

Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Support from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com

Last updated: June 2025 | Reviewed by: Technical Support Team