Essential Setup

2 min readUpdated September 2, 2026

The settings a new organization needs before anybody can get useful work done: who you are, what your structure is called, and who is allowed to do what.

Do these in order

How to Update Your Company Profile and Branding — your name, logo and colors, which appear on everything your customers see.
How to Configure Organization-Wide Settings — time zone, currency and the rules that apply to everyone. Time zone especially: get it wrong and every timestamp in the product is misleading.
How to Create and Manage Departments and How to Create and Manage Job Titles — the structure people are slotted into.
How to Create and Manage Security Roles — the permission bundles.
How to Assign a Role to a Member — putting people into them.

Understanding roles before you build them

Security Roles Explained is worth reading before step 4. A role is a named set of permissions you assign to a person, so that hiring somebody is one decision rather than a hundred. Almost every "why can't I see this screen" question resolves to a role.

Renaming things to suit your business

Custom Labels Explained and How to Rename Branches, Members and Team Members cover something unusual: the product's own words for its structure are yours to change. If you call your branches "practices" and your customers "clients", say so once here and the whole product follows.

In this section

Custom Labels ExplainedSeveral terms KamoCRM uses generically — "Branch," "Member," "Team Member" — can be relabeled per organization to match your own vocabulary. This isn't cosmetic-only text replacement in one spot; the relabeled terms are…Security Roles ExplainedThis closes a question deferred from the CRM documentation: "How do I control which users can see which leads (RBAC/territory)?" There's no territory concept anywhere in the product — visibility is entirely…How to Assign a Role to a MemberNote: this doesn't happen from Security Roles, Departments, or Job Titles — role assignment to an actual person is done on that person's own member settings page. Give a specific team member one or more roles, and…How to Configure Organization-Wide SettingsNote: the Age Requirement and Content Flag (alcohol/tobacco/firearms) fields are conditionally shown based on your organization's applied Security Model (a platform/account-level concept, set on Branch Types). Most…How to Rename Branches, Members and Team MembersReplace KamoCRM's generic "Branch," "Member," and "Team Member" terminology with your own organization's vocabulary. See What is custom labeling? for how these terms propagate through the product. Before you start The…How to Update Your Company Profile and BrandingUpdate your organization's basic company details, logos and colors, background images, contact info, and social links. These are five independent cards on the same tab — each edits and saves separately. Before you start…How to Create and Manage DepartmentsBuild out your organization's department structure, and optionally grant departments their own roles or rights on top of what their members' roles already give them. Before you start The Configure System right. Steps 1.…How to Create and Manage Job TitlesNote: unlike Departments, Job Titles are flat — there's no nesting or hierarchy between them. A member can have one Department and one Job Title; both independently contribute rights on top of their role(s), they aren't…How to Create and Manage Security RolesNote: the built-in help tip mentioning an "Everyone" role is stale — no such role exists by default; the three seeded roles are Members, Team Members, and Administrator (Full Access). Create a role, or adjust an…How to Add a Member or Team MemberAdding one person to your organization. If you're adding several, How to Add People in Bulk from a File is faster and uses the same underlying process. Before you start Decide two things first: Which kind of person this…How to Add People in Bulk from a FileAdding many people at once from a spreadsheet, instead of one at a time. This runs through exactly the same creation process as adding somebody by hand — same validation, same invitation, same rules — so anything that…

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