Hi!
I'm still migrating from GM, and to set the Organization Structure of my company (where I don't know who is doing what...) to after that create Users, Roles, Business Units, Teams, security fields policies, I am lost and don't know where to start from.
The company has only 70 employees, so it should not be a big deal.
Anyway, I'm reading documentation but still did not found an easy "how to" that would say things like, first you have to create a Business Units, then a team per people doing the same job including the responsible and so on (like a practical sample).
Also, for forms (i.e): contact form, is that right that you can only hide to a specific user fields that are created by myself? From here, should I create many contact forms, or ...
Was also thinking about using a diagram program to visualize and prepare the organization structure.
Would appreciate some basical and practical guidelines because reading a hundred documentation regarding this subject brings nothing to me.
Thanks