Organization Setup & Management
In this guide, you'll learn how to manage your organization's essential features, including member access, team structures, projects, and security settings.
What's Covered:
- How to Access Organisation Settings
- Adding and Managing Team Members
- Creating and Organizing Teams
- Setting Up Projects
- Configuring Security Settings
How to Access Organisation Settings
- Click the profile icon in the top left corner
- Select "Organisation settings" from the menu
- Use the left sidebar to navigate between different sections
Adding and Managing Team Members
Access member management through the Members section to:
- Invite new team members via email
- Assign appropriate user roles
- Manage existing member permissions
On clicking on "invite people" you can invite users via Email and select the user Role
Creating and Organising Teams
Use the Teams section to:
- Create new teams
- Organise team structures
- Manage team memberships
Setting Up Projects
Through the Projects section, you can:
- Create new projects
- View your projects or all organisation projects
- Manage project settings and access
Note: Under "My Projects" you can view "My Projects" or "All Projects"
Configuring Security Settings
Control your organisation's security through:
- Email domain management
- Access permissions
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