This tutorial guides you through configuring your Company Structure in Cinqd, including Departments, Branches, Teams, and Groups.
Setting this up correctly is essential, as your company structure directly controls:
- User permissions and access
- Record visibility
- Workflow routing
- Reporting and analytics across the ERP
By the end of this guide, you’ll have a clear, scalable organisational structure that powers the rest of your system setup.
When Should You Set This Up?
You should configure your Company Structure before:
- Assigning users
- Creating roles and permissions
- Setting up workflows
- Launching client or HR operations
This ensures access rules and reporting work correctly from day one.
Accessing Company Structure
Step 1: Navigate to Company Structure
From the left menu:
Settings → Company Structure
You will see four tabs:
Departments | Branches | Teams | Groups
Understanding the Four Organisational Layers
Cinqd’s Company Structure is built around four core organisational units. You can use all of them or only the ones your business needs.
| Layer | Purpose |
| Departments | High-level business functions (HR, SEO, Development, Finance) |
| Branches | Physical or virtual locations (London Office, Remote Team) |
| Teams | Smaller working units within a department (PPC Team, Content Team) |
| Groups | Temporary or cross-functional teams for projects or campaigns |
How Company Structure Impacts Cinqd?
Once configured, your structure automatically influences:
Permissions & Visibility
Users only see the:
- Clients
- Tasks
- Documents
- Records
assigned to their Department, Branch, Team, or Group.
Workflows
Workflows can route tasks, approvals, and forms based on organisational structure.
Reporting
Dashboards and reports can be filtered by:
- Department
- Branch
- Team
- Group
This provides accurate insights without manual filtering.
Creating a Department
Departments represent major functional areas of your business.
Step 1: Open the Departments Tab
Workflows can route tasks, approvals, and forms based on organisational structure.
Step 2: Click “Add Department”
Step 3: Enter Department Details
- Name (e.g. SEO Department)
- Manager (optional)
- Description (optional)
Step 4: Save
Your department is now available for:
- User assignments
- Workflows
- Permissions
- Reporting
Creating a Branch
Branches represent your organisation’s physical locations or remote teams. They help you assign managers, group employees, and organise visibility for different office locations.
Step 1: Open the Branches tab
This screen displays the following columns:
- Branch
- Manager
- Employees
- Date of Creation
Step 2: Click “+ Branch”
Step 3: Enter Branch Details
Cinqd only requires simple and accurate location grouping.
- Branch Name
- Manager (select a user)
- Address
Employees will appear automatically once you assign them to the branch in the Users module.
Step 4: Save
This branch will now appear in the Branch table and can be used for:
- Visibility rules
- Reporting
- Workflow routing
- User grouping
Creating a Team
Teams represent smaller work units inside a department.
Step 1: Go to the Teams tab
Step 2: Click “Add Team”
Step 3: Fill in Team Details
- Team Name
- Department
- Team Lead
- Members
Step 4: Save
Teams now appear in assignments, workflows, and permissions.
Creating a Group
Groups are flexible cross-functional or temporary collaboration pods.
Step 1: Go to the Groups tab
Step 2: Click “Create Group”
Step 3: Enter Group Details
- Group Name
- Purpose
- Members (from any department or branch)
Step 3:Save
Groups are perfect for one-off projects, campaign teams, or seasonal workloads.
How Company Structure Impacts Cinqd?
Once configured, your structure automatically influences:
Permissions
Users only see the:
- Clients
- Tasks
- Documents
- Records
assigned to their Department, Branch, Team, or Group.
Reporting
Dashboards display metrics by:
- Department
- Branch
- Team
- Group
This ensures meaningful insights without manual filtering.