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ZEBSOFT VIDEO DEMONSTRATION

Organisation settings demonstration

01:05 · English · Transcript below

What this demonstration covers

Watch how organisation settings adapt Zebsoft to your business context and working language. The video covers supported custom fields, renamed labels and field visibility within records that users are already authorised to access.

  • Describe organisational context
  • Configure fields and labels
  • Set field visibility

Video transcript

Your management system should reflect the organisation using it.

Zebsoft gives you settings to describe your business and adapt how information is captured and presented.

Start with your organisation's context: what you do, your sector, where you operate and the way your business works. This information helps give AI-generated risk scenarios and policy suggestions a more relevant starting point for your team to review.

For supported modules, configure extra fields and rename labels to suit the information you need and the language your people use. This helps keep records useful without relying on separate notes or spreadsheets for every additional detail.

Field visibility adds another level of control. Choose which roles, named people or teams can see individual fields, such as contact details and notes, within the records they can already access.

Your context. Your working language. Clearer control over information.

Book a demonstration to see how Zebsoft can be configured around the way your organisation works.

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