# Organization Setup Guide {#organization-setup-guide}


Step-by-step guide to setting up a new organization in Ever Gauzy.


## Prerequisites {#prerequisites}


- Active tenant with admin access
- Organization details ready


## Step 1: Create the Organization {#step-1-create-the-organization}


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

| Field             | Description             |
| ----------------- | ----------------------- |
| Organization Name | Your company/team name  |
| Currency          | Default currency        |
| Date Format       | Preferred date format   |
| Time Zone         | Organization time zone  |
| Start Week On     | First day of week       |
| Region Code       | Region for localization |


## Step 2: Configure Departments {#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 {#step-3-add-positions}


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


## Step 4: Configure Projects {#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 {#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 {#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 {#step-7-set-feature-flags}


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


## Post-Setup Checklist {#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 {#related-pages}


- [Admin Dashboard](https://sourcey-gauzy.pages.dev/admin/admin-dashboard/index.md) — dashboard overview
- [User & Role Management](https://sourcey-gauzy.pages.dev/admin/user-role-management/index.md) — access control
- [System Settings](https://sourcey-gauzy.pages.dev/admin/system-settings/index.md) — system configuration