Creating and Managing Dimensions

Keep your Senbee environment organized by creating and maintaining Dimensions. Dimensions represent entities such as companies, departments, vendors, or custom groups that people and resources can be linked to.

Written By Tristan White

Last updated 5 months ago

1. Open the Dimensions Section

In the left sidebar, go to Connected People → Dimensions.
Here you can view all existing dimensions and their types.

2. Create a New Dimension

Click + New Dimension and choose the appropriate type:

  • Company – Requires a Name. Optional fields include Legal Name, VAT/Tax number, Industry (ID or label), Contact and Invoice emails, and location details.

  • Department / Group / Level / Role / Vendor / Other – Requires a Name. You can also add an optional description.

Tip: For the Industry field in Company dimensions, you can provide either the numeric ID or the exact label (case-insensitive). Unknown values default to 0 (None).

3. Link Related Data

After creation, open the dimension’s detail page to attach:

  • Buildings and Rooms for location context.

  • Collections or Databases for related resources.

4. Edit an Existing Dimension

  • Click the pencil icon beside the dimension name to update any field.

  • For companies, you can update contact details, billing information, and industry.

5. Remove a Dimension

  • Use the trash icon to delete a dimension that is no longer needed.

  • Confirm the prompt to complete removal.

6. Best Practices

  • Use clear, descriptive names for easy searching.

  • Update contact, billing, and location details promptly to avoid stale records.

  • Choose the correct dimension type to ensure proper field mapping and reporting.

Reminder: Every change is tracked in the Activity tab of the dimension’s detail page, so you always have a full history of updates.