Company Setup Tutorial

Hi there! 

I just wanted to touch briefly on the dashboard we have within Alvanda, in the Company Section. 

If you want a detailed walkthrough video on how to setup your Company on Alvanda, you can watch the below tutorial.

Quick and Easy Company Setup Tutorial | Alvanda

For a written step-by-step walkthrough, continue reading below. 

  1. Log in to Alvanda from the top menu on the website (if you don’t have an account, you can schedule a free demo at any time).
Alvanda Home screen
  1. If you’re an Administrator of the company, a few buttons will appear to you here.
Alvanda Company Dashboard Screen

If you do not see these buttons, don’t worry, it’s just that you don’t have Administrator rights within the company. However, every other function will work perfectly for you as well. 

If you do have an Administrator role and want to edit the company details at any point in time, you can just come here, and all of the options will be made available to you. 

Alvanda Company Dashboard Screen
Alvanda Administration screen
  1. Whether you want to see a full list of your colleagues  (1), or edit their email address, or edit what roles they have (2), or deactivate them, you can do all of that from here. 
Alvanda Company Administration screen
  1. You can also see all of your billing information, past invoices, your current plan, and more by clicking on the Billing tab. 
Alvanda Company Administration Screen
  1. On the other hand, if you want to make changes to any part about your Company’s Culture, in terms of your Vision Statement, Mission Statement, and so on, simply go back to the Company page (1) and press the View Company Culture button (2). 
Alvanda Company Dashboard screen

On that page, you’ll find multiple explainer videos to help you define a Company Culture that gets people excited to do great work and create an amazing company. 

Alvanda Mission Statement screen
  1. On this same page, you can also define your company’s Core Values, and Organizational Standards. 
Alvanda Mission statement screen
  1. Going back to the Company Page, from here you can view your company’s Organization Chart, which we cover extensively in another article, and you can also see every person in your company. 

Whether you have 5 or 500 people, all of them will be displayed here (1) and you can very easily sort by invitation date, first name, last name (2), and you can also filter by specific Departments (3) or Positions (4). 

Alvanda Company Dashboard screen
Alvanda Colleagues Dashboard screen
  1. The moment you click on any colleague’s card, you will see the Profile of that person.

If they have tasks overdue (1), you will see those. If they have anything to do today (2), you’ll see that, and if they need to do anything in the future (3), you will see that as well. 

This is a very simple way of understanding how much workload someone has on their plate at any given time. 

Below their Task Board, you can also see everything they’ve been working on until now in Task History Section (4). 

Alvanda Task Board Screen

As an example: If you want to see what someone was doing last Wednesday at 2pm, You will be able to see that here. 

Of course, if you have the access, you are able to see all of the above information on anyone in the company. 

And that’s about it for now! Hope you found this helpful!

If you have any questions about how to do anything, or where to find things in Alvanda, you can just click on the Help and Feedback button in the bottom-right corner and our team will get back to you asap! 

Alvanda Company Dashboard screen

Thank you so much and have an amazing day! 

Robert Indries