Questions? We have answers.

Summary

MindBridge offers a folder system with 3 levels:

• Organizations
  • Engagements
    • Analyses

Learn about organizations below, and review helpful articles about creating and managing your organizations in MindBridge.

What is an organization?

Organizations created in MindBridge represent unique businesses, clients, companies, or entities. Organizations house all of your engagements, account mappings, and other data imported for each of your clients.

Think of an organization as a folder for your clients' MindBridge-related activity, wherein you can see all current and past engagements and analyses.

Below is a visual representation of MindBridge's folder system.

Helpful articles

• Organization management | Learn how to create and manage your organizations in MindBridge
• Organization settings: Overview | Learn about settings and how to manage access
• What is a Client ID and how can I leverage it? | Learn how to track client billing with MindBridge, allowing accurate cost allocation