Organization Setup

Use this checklist to make sure your organization is ready before you create projects.

Add users

• Open Organization Settings → Users.
• Invite teammates and assign roles.
• Remove access when staff rotate off a project.

Manage organization settings

• Review organization name and branding.
• Confirm default roles and permissions.
• Set any global preferences used across projects.

Update your profile

• Open Profile and set your name and role.
• Update notification preferences.

Add context resources

• Upload key strategies, frameworks, and reference docs.
• Keep resources up to date so project teams start aligned.