Get started by exploring your Enterprise Admin functionality and completing your account setup.

Setting up your Enterprise account properly is easy and important!  See below for all the details or take a few minutes to watch our supporting videos. If you still have questions don't hesitate to reach out!

Contents

Customize your account with your logo :

• Add your logo
• Select your business type, size and industry.  This will help us give you meaningful recommendations.

Define the way you want your team to work in your account:

• Review the default settings for team and reports
  • Do you want to allow anyone to be able to create a team or just those with admin privileges?
  • Do you want to allow anyone to run a stack report or just those with admin privileges?
• Define your Departments, Locations, Business Units and Regions. 
  
  • To be able to tag stacks by Department, Location, Business Unit, and Region select the option button below each entry.
• Stacks created on CabinetM can be shared via a custom URL.  To limit sharing to within your enterprise, enter IP addresses

Invite your colleagues into your account

You can invite internal company members and/or external colleagues (e.g. the agencies you work with) to join your account.  Users can be added as Admins or Members.

Admins are able to edit company information, add and delete members, add and delete contract information, add/edit/delete internal technology information, add/edit/delete shared custom fields and annotations for company stacks, view all teams and assign permissions to other members.

Members can create stacks, drawers, and teams (if that's the way you set up your account).  All members can see Enterprise level stacks and drawers but can only edit those where they have assigned editing privileges. 

To add a member select Members from your Enterprise Admin menu and complete the form. Once the form has been submitted your invitee will receive an email from Erica Ross inviting them to join your CabinetM account.   Note: You can assign Enterprise Admin privileges directly from the "Add Enterprise Member" screen or within the Member page by clicking on the record for a particular member. If you have chosen SSO as your preferred means of access, new users will receive instructions for logging in with SSO.

Clicking through any member name on the Member page under Enterprise Admin on the left-hand navigation will bring you to the member access page where you can:

• Disable a member
• Revoke admin privileges
• Add a member to a team and review their team permissions
• Click through the team links to team pages and revise member permissions by team