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How to manage sectors in Intuety

This guide explains how to manage sectors used across your organisation in Intuety.

 Who can use this
  • Client Admins
  • Company administrators

Before you start, make sure the following applies:

  • Decide which sectors should be assigned to your organisation.
  • Check your organisation's agreed sector naming conventions.

Open Sector Management

  1. Select Organisation Settings from the left sidebar.
  2. Select Sector Management.

Add or update sectors

  1. Use Search or enter a sector.
  2. Add the relevant sector.
  3. Review the Selected sectors list.
  4. Select Update sectors.
Limitations and things to be aware of
  • No sectors are assigned: Add sectors using the search field, then select Update sectors.
  • The wrong sector was added: Remove it from selected sectors before updating.
  • The update button is disabled: Make sure a sector has been selected or changed.