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Please utilize the Org Admin checklist to assist you in managing your org and onboarding new departments. Each Org may use different modules in Momentus, so when onboarding a new unit, you will want to walk through how they intend to use it to help you determine what needs to be configured. This can include, but is not limited to:
Additional View Roles
Dashboards
Department Specific Views for Workflows (Events, Requests, Cancellations, Invoices, etc) and Themes
Email Templates
Resources, Spaces, Users
UDFs (Opportunity Types), OSB Configurations, OEO Configurations, etc.
This file documents most of the items needed to have your organization at a functional level.
You can download it here.
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