Organizational Identity — mission, vision and values

Purpose

Describe purpose and priorities; this is the strategic track, separate from the basic Foundation data.

Before you start#

• Company details in Settings

Step by step#

1. 1

   Open Planning → Organizational Identity.

2. 2

   Check Company Data; the shared name/segment was already set in Settings and does not need to be re-registered as another company.

3. 3

   Complete the strategic description and save the allowed changes.

4. 4

   In the mission, vision and values area, prepare the text with the available editing controls.

5. 5

   If you use the AI suggestion offered, critically review the content before accepting it.

6. 6

   Check logo and permissions in the corresponding area and make the identity available to authorized people.

7. 7

   Use the identity as guidance for SWOT and objectives, without turning values into automatic rules that do not exist.