Welcome to Interu! This guide will walk you through the essential steps to set up your account and prepare your workspace for supply chain traceability and due diligence. Follow these steps to get up and running in minutes.
Step 1: Secure Your Access
Before diving into your data, ensure you can access the platform securely. Start with these articles from our Access Interu collection:
Login to Interu: A quick guide on accessing the platform for the first time.
Reset Interu Password: Forgot your credentials? Learn how to securely reset them.
Logout of Interu: Log out of your : account after using to protect your data security.
Step 2: Personalise Your Profile
Tailor the Interu interface to your needs by updating your personal preferences. Visit the User Settings collection for these steps:
Edit User Profile: Manage your personal identity on the platform. Use this article to update your name, contact email, and all the profile details.
Manage Memberships: This article explains how to view and manage your affiliations with different organizations on the Interu platform. It is essential if you work across multiple teams or business units, as it shows you how to switch between different workspaces and verify your specific permissions within each one.
Step 3: Learn the Landscape
Now that your profile is set up, it’s time to familiarise yourself with the Interu interface. Efficiently managing supply chain data requires knowing where your tools are located and how to manipulate data views. Use these guides in Menu & Navigation collection to master the layout and shortcuts that will save you time every day.
Select Your Organisation: If you manage multiple business units or clients, this is your first step. Learn how to use the organization picker to ensure you are viewing and entering data into the correct workspace.
Navigate the Main Menu: Get to know the sidebar. This article explains how to access core modules like the Map view, Traceability logs, Document library, and Reporting tools.
Quick-add All Record Types: Speed up your workflow. Learn how to use the "Quick Add" button to create new plots, products, or shipments from anywhere in the platform without leaving your current page.
Navigate the User Menu: Located in the top corner, the User Menu is your hub for personal settings. Use this guide to find your profile, memberships, and the logout button.
Navigate Tables: Much of your work in Interu involves large data sets. This guide shows you how to sort, filter, and customise table views so you can find the specific supply chain information you need quickly.
Dark Mode: Personalise your visual experience. Learn how to toggle between Light and Dark mode to suit your working environment and reduce eye strain.
Step 4: Build Your Team (Admins & Account Owners Only)
Collaboration is at the heart of Interu. You have the tools to onboard your colleagues, define their responsibilities, and maintain the security of your workspace. Use these guides in User Management to manage your team’s lifecycle, from initial invitation to role adjustments and account off-boarding.
Access the Users Page: Start here to find your administrative hub. This article shows you exactly where to find the user management directory within your organisation settings.
Manage Users: An overview of the user dashboard. Learn how to view your full team list, check invitation statuses, and understand the general layout of the management interface.
User Roles & Permissions: Security and data integrity depend on the right access levels. This guide breaks down the specific capabilities of each role, helping you decide whether a team member should be an Admin, Editor, or Viewer.
Create a User: Ready to grow your team? Follow these step-by-step instructions to invite new members to your organization via email and assign them their initial roles.
Edit a User: Responsibilities change over time. Learn how to update a team member’s contact information or change their permission levels as their role within your project evolves.
Deactivate a User: Need to pause someone's access? This article explains how to temporarily disable a user account without deleting their history or data contributions.
Archive a User: For long-term team management, learn how to archive users who no longer require access to the platform while ensuring their past activity remains preserved for audit and traceability purposes.
Next Step
Once your account is set up, head over to our Static Data section to begin mapping your first supply chain.