Before you begin
- Admin credentials for your organization’s identity provider if you plan to enable SSO
- A list of teammates to invite (names and email addresses)
- Basic decisions made: workspace name, default timezone, and whether projects are private by default
Steps
1
Create your organization
Sign in and follow the setup prompt to create a new organization. Choose a name your team will recognize in notifications—avoid internal codenames if external collaborators might see it.
2
Configure general settings
Navigate to Settings → General and set your workspace name, timezone, and display preferences. These defaults apply to all new members and projects.
3
Invite teammates
Go to Settings → Users and invite teammates by email. Assign each person a role—Admin, Member, or Viewer—based on their responsibilities. Start with a small pilot group before rolling out widely.
4
Set up your first project
Create a project from the main dashboard. Give it a clear name and description, then add initial members. Use this first project as a sandbox before standardizing your project template.
If any setup step depends on IT (DNS changes, SSO metadata, firewall rules), proceed with the other steps in parallel so you don’t lose time.
Next steps
- Review key concepts to understand workspaces, projects, roles, and API access.
- Explore general settings to fine-tune defaults.
- Set up roles and permissions before onboarding a larger team.