Organisation Setup
Manage company details, branches, departments and core records.
Company HQ
The control layer that keeps Mandate simple to manage.
Company HQ is where your organisation setup, users, permissions, modules, branches, departments and workflow rules are managed in one clear place.
Company HQOrganisation setup
What this helps with
Practical control for everyday decisions.
- Set up the organisation once and reuse the structure across Mandate
- Manage users, access and permissions
- Keep branches and departments consistent
- Control which modules are active
- Give everyday users the right access without exposing everything
How it works
Three simple steps to get started.
Set up your company, branches, departments and users
Configure the structure once so everyday work stays organised.
Choose which modules and permissions apply
Turn on Finance, People or Assets when the business is ready.
Let Mandate use that structure across Finance, People and Assets
Shared setup keeps modules connected without duplicate admin work.
Features
Built for daily visibility, not complexity.
User Access
Give people the right level of access for their role.
Module Control
Switch on the areas of Mandate your business is ready to use.
Permission Rules
Keep sensitive areas protected while still allowing staff to participate.
Setup & Imports
Bring existing records into Mandate using simple templates and imports.
Audit Trail
Keep visibility over important changes and who made them.
From the knowledge base
Common Mandate questions
Who Mandate is for, how it differs from task tools, and how it reduces admin chaos.
Get started
See how Mandate would fit your organisation
Walk through the Finance, People and Assets areas most relevant to your business and the controls behind them.