How do establishments work?

How do establishments work?

In Psylio, organization administrators can now add establishments and assign members to them.

Adding an establishment

  1. Go to Organization settings.
  2. Open the Establishments tab and click New establishment.
  3. Enter the establishment’s name and details.
  4. Click Save.



Assigning members to an establishment

After creating an establishment, you can assign members who work there.




Idea
Once assigned, members can link their records to a specific establishment if needed. This makes it easier to organize and manage records by establishment.