Prepare your organisation

Before you start

Do this in order

Open Administration → Organisation Settings from the sidebar. Start with the settings that apply to everyone, then follow the access chain below. Only that chain has a required order: a user cannot be assigned to a site or group that does not exist yet.

1. Review Organisation settings (general, formats, branding, notifications, work management mode).
2. Confirm Billing and your plan (Owner only). Single sign-on and rounds need Professional.

Set up access, in this order. Each step needs the one before it.

1. Review Roles and permissions — what someone is allowed to do.
2. Create your real Sites — where they work.
3. Add Groups if teams need grouped assignment.
4. Invite Users and assign role, groups, and sites.

Set up sign-in separately. Single sign-on decides how people prove who they are; roles, groups, and sites decide what they can see and do once they are in. SSO needs neither, so you can configure it at any point — it only needs a Professional plan and an OIDC application at your identity provider. Do it before you invite the wider team so nobody sets a password they will never use. SSO never creates accounts: you still invite every user.

1. Configure the organisation

Organisation-wide choices. Work management mode in particular is hard to change later, so review it before you invite people. Open each guide for the full steps.

2. Set up people and access

Roles decide what someone can do, sites where they work, groups for teams, and users are the people you invite.

Before you continue

Check each of these before Stage 3:

• Organisation name, formats, and time zone are correct on Organisation settings → General.
• Every real location where work happens exists as a site.
• One test user per role can sign in and sees only the sidebar areas that role should have.
• A user assigned to one site cannot see another site's data.
• If you use SSO, a test user can sign in through your identity provider.