Organization Setup Guide

Prerequisites

• Active tenant with admin access
• Organization details ready

Step 1: Create the Organization

1. Navigate to Organization → Add Organization
2. Fill in the details:

Step 2: Configure Departments

1. Go to Organization → Departments
2. Create departments (e.g., Engineering, Marketing, Sales)
3. Add department tags

Step 3: Add Positions

1. Go to Organization → Positions
2. Create positions (e.g., Developer, Designer, Manager)

Step 4: Configure Projects

1. Navigate to Projects → Add Project
2. Set billing type, budget, and team members
3. Define task statuses, priorities, and sizes

Step 5: Invite Team Members

1. Navigate to Employees → Invite
2. Enter email addresses
3. Assign roles and departments
4. Send invitations

Step 6: Configure Integrations

1. Go to Settings → Integrations
2. Connect with GitHub, GitLab, Jira, etc.
3. Configure sync settings

Step 7: Set Feature Flags

1. Go to Settings → Feature Toggles
2. Enable/disable features based on your needs

Post-Setup Checklist

• Organization details configured
• Departments and positions created
• At least one project created
• Team members invited
• Time tracking settings configured
• Email templates customized
• Feature flags reviewed

Related Pages

• Admin Dashboard — dashboard overview
• User & Role Management — access control
• System Settings — system configuration