Getting started
Inviting members
To get started, you will have to invite members to your organization.
- Go to Settings → Members (under Organization)
- Click the Invite Member button, then add their email and member role. The detailed permissions for each role can be found here.
- After a member has registered you will find them in the members section, where their role can be changed at any time.
Creating teams
Once you have your members ready to go, you can organize them in teams.
To do this, just select Teams on your main navigation menu and create a team by clicking on the Create Team button. The person creating the team will automatically be added as the team owner.
Under Settings you can change the name of your team, add new members or delete existing ones. When you add a new team member, a dropdown menu will appear where you can search all your members or just select them from the list.
Creating services
Every team is responsible for a certain asset of your organization. This could be e.g. the website, customer support or the infrastructure.
Those assets can be organised as services. You can create services by choosing Services in your main navigation menu and clicking the Add Service button. Choose a name, description and owning team to create your service.
Under settings you can edit the name, description and owning team of your service at any time.