1. Company Profile
☐ Details – Update with your Company information
☐ Facilities – Update the Home Location Facility to match your main Facility info
Most companies will use the city they are in for their Facility Name
DO NOT create more than 1 facility before speaking with your Onboarding Specialist
☐ Departments – Create/edit/delete Departments as needed
☐ Settings – Update the time and date info in the General Section
2. Roles
☐ Roles – Create/edit/delete roles as needed
INNERGY Success Hub role – Assign to anyone who will need to access the INNERGY Success Hub area in INNERGY
☐ Permissions – Review/adjust permissions for Roles.
3. Employees
☐ Create Employees – Create employees as they need to access INNERGY
Review/adjust Employee Demographics
Assign Roles
Set Digests
All new office users should complete the General Navigation Guide
4. Innfinergy
☐ Download Innfinergy & review admin setting options
We recommend that all users install Innfinergy Chrome Extension