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Understanding Zudello's Structure

Zudello uses a clear hierarchy to organise your data, workflows, and user access. Understanding these levels helps you navigate the platform effectively.

1. Organisation:

  • What it is: The top-level container representing your entire company or legal entity using Zudello.
  • Manages: User accounts, overall settings (like SSO), and contains one or more Teams.
  • Access: Controlled by Organisation Administrators.

2. Team:

  • What it is: Represents a specific business unit, subsidiary, department, or functional group within your Organisation (e.g., "AU Accounts Payable", "UK Sales Division").
  • Manages: All your documents (Invoices, POs, Expenses, etc.) belong to a specific Team. Team-specific settings like Data Permissions, Inboxes, and some workflow configurations are managed here.
  • Access: Users are assigned membership to specific Teams. When logged in, you select which Team context you are working within. Your permissions and data visibility are specific to the selected Team. See FAQ: Organisation vs. Team?.

3. Module:

  • What it is: Represents a major functional area within a Team, displayed in the top navigation bar.
  • Examples: Purchasing, Sales, Expenses and Travel, Relationships, Inventory, Budgets.
  • Purpose: Groups related document types and functions together.

4. Submodule:

  • What it is: Represents specific document types or tasks within a Module, displayed in the left sidebar when a Module is selected.
  • Examples: Within Purchasing, you have Submodules like Invoice, Order, Requisition. Within Relationships, you have Supplier, Customer, Employee.
  • Purpose: Allows you to view and manage specific types of records. Clicking a Submodule filters the main view.

Navigation Flow:

You typically log in, select your Team, navigate to a Module using the top bar, and then select a Submodule from the left sidebar to view and work with specific documents or records.

Understanding this Organisation > Team > Module > Submodule structure is key to finding your way around Zudello.