Platform / Admin / Setup

Setup · Beta Q2 2027

Give every record the right business context.

Set up legal entities, teams and shared reference data on one foundation, with room for your organization to change.

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Perspectiv organization structure screen with legal entities, departments and entity details
Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →

Set up once. Support everything that follows.

  1. Model the organizationDefine entities, units and relationships.
  2. Set shared defaultsPrepare the reference data used across modules.
  3. Maintain the structureReview changes while preserving history.

The building blocks for your organization.

  • Organization structureLegal entities, business units, departments and teams.
  • Shared reference dataCurrencies, languages, time zones and units used across modules.
  • Business segment setsKeep organizational classifications consistent.
  • Scheduled reorganizationsPrepare future changes and retain historical structure.
  • Regional defaultsSet formats and holiday calendars for the right context.

Everything in Setup

Organization management and shared reference data: the structure everything else hangs off.

Organization management

  • Legal entities and legal entity groups
  • Business units, departments, locations and teams
  • Organization hierarchies and profiles
  • Business segment sets
  • Organizational relationships and rollups

Reference data

  • Countries and regions
  • Currencies and languages
  • Time zones and units of measure
  • Shared classifications, lookup values and number sequences

Reorganizations

  • A drag-and-drop hierarchy builder
  • Reorganizations scheduled for a future date
  • Report on today’s structure or as it was
  • Merge units and keep their history

Good to know

  • Only reference data shared by several modules lives here
  • Module-specific settings stay in their module
  • Holiday calendars by country, entity and location
  • Regional formats set per legal entity

Connected modules

Use organization context for scoped access, tenant defaults and the planned accounting structure.

Identity & accessBeta Q2 2027
Tenant settingsBeta Q2 2027
General ledger & accountingPlanned

Common questions

Questions

Do all module settings live here?

No. Only shared reference data belongs in Setup; module-specific settings stay with their module.

Does an entity scope grant access?

No. Applicability and access permissions are separate controls.

Apply for the private beta.

Apply for the private beta, opening Q2 2027 with CRM and Knowledge hub first.

Apply for the private beta Get product updates