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How to manage sectors

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

Sector Management lets Client Admins and Company Administrators add, update, or remove sectors assigned to their organisation. Navigate to Organisation Settings > Sector Management, search for the relevant sectors, and select Update sectors to save your changes.

Who can use this?

  • Client Admins
  • Company administrators

Before you start, make sure the following applies:

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

How do you open Sector Management?

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

Add or update sectors

  1. In the Search or enter a sector field, type the name of the sector you want to add.
  2. Select the matching sector from the results list to add it to your selection.
  3. Review the Selected sectors list.
  4. Select Update sectors.

What should you do if something goes wrong?

  • 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.