> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assuric.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Company set up

> Record the company details, key roles, products and groups the rest of the platform draws on.

<Note>
  **Quick summary**

  * Company setup is usually the first thing to do in your onboarding. It's where you record your company details, your people, your officers, your products and your groups.
  * Company Setup details are used across Assuric; leave any identifiers you don't have yet blank.
  * Company Setup isn't a one-off: come back whenever anything in your organisation changes.
</Note>

## Set up your company

Company Setup holds what the rest of the platform draws on. Use the tabs at the top to move between parts.

<Frame caption="The Company Setup screen. **1** the tab strip, for moving between Company, People, Key Roles, Products and Groups.">
  <img src="https://mintcdn.com/assuric-docs/3pU4Zhz_WDhPgL4s/images/getting-started/company-setup.png?fit=max&auto=format&n=3pU4Zhz_WDhPgL4s&q=85&s=f6e9529c342c338e1db2d570a332ea23" alt="The Company Setup screen with its tab strip" width="1280" height="740" data-path="images/getting-started/company-setup.png" />
</Frame>

<Steps>
  <Step title="Add your company information">
    Enter your company logo, company name, legal name, website, registered address and timezone, and any identifiers you have, such as your company registration number, ICO registration reference and ODS code.

    <Info>
      **Don't have all of these yet?** Leave them blank, and where a framework needs a code, a task explains how to get it.
    </Info>
  </Step>

  <Step title="Add your people">
    Click **Add People** to invite colleagues into the workspace.

    Each person gets a permission level, which controls what they can see and do, and can be assigned to groups.
  </Step>

  <Step title="Assign your key roles">
    On the **Key Roles** tab, name the people holding your key governance roles, including your <Tooltip tip="Data Protection Officer, the person accountable for data protection compliance.">DPO</Tooltip> and <Tooltip tip="Senior Information Risk Owner, the executive accountable for information risk.">SIRO</Tooltip>.

    <Info>
      **Don't have a DPO?** Assign a data protection lead instead. Many early-stage companies have no formal DPO, and that's fine: what matters is recording who's accountable.
    </Info>
  </Step>

  <Step title="Add your products">
    Add each product with a description and optional owners, then map it to its frameworks, which unlocks the product-specific tasks. Click **New Product** to add another.
  </Step>

  <Step title="Create your groups">
    Groups control what each part of your team must do for compliance. Assign checklists and training to a group, and everyone in it is notified to complete them.

    <Info>
      For example, your employees group might get a general staff checklist, and your clinical group an extra clinical safety checklist.
    </Info>

    Default groups are set up, and you can add custom ones.
  </Step>

  <Step title="Save">
    Click **Save & Back** to return to the overview, or **Next** to continue.
  </Step>
</Steps>

Remember that Company Setup isn't a one-off. You can change any information later as needed. Come back when you add a product, key role or group.

## Related articles

<Columns cols={2}>
  <Card title="Inviting people" icon="user-plus" href="/getting-started/inviting-people">
    Get your colleagues into the workspace.
  </Card>

  <Card title="Adding a product" icon="box" href="/getting-started/adding-a-product">
    What to put in a product record.
  </Card>

  <Card title="Settings: Overview" icon="settings" href="/settings/key-capabilities">
    Sign-in security, meeting schedules and your activity log, once Company Setup is done.
  </Card>
</Columns>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.