For managers — first-time setup
Set up your first organization, team, and users
This step‑by‑step how‑to walks you from your very first login to creating an organization, your first team, and inviting/adding users. Visuals and gentle animations are included to show the flow.
Quick start (at a glance)
- Create an account and log in
- Create your organization:
/organizations - Create your first team:
/teams - Add users (employees and any co‑managers):
/users - Assign a manager to the team and add team members
Table of contents
1. First login
2. Create your organization
Open the Organizations page: /organizations. Click “New Organization” (or the + button) and give it a name. Once created, you’ll see it appear in your header’s org switcher.
3. Create your first team
Go to /teams and click “New Team”. Name your team (e.g., “Product Engineering”). Optionally set a parent team if you’re modeling a hierarchy, and choose the team’s manager (you or another user).
Business rule: you must belong to an organization to create teams.
4. Add users
Open /users and add your employees. You can set roles (manager/IC) and optionally specify each user’s manager so the system can tailor 1:1 guidance.
5. Assign manager and team members
On /teams, open your team and add members. Ensure the team’s manager is set. Team membership helps drive who appears in scheduling lists and which 1:1 prompts appear.
ICs see only their manager and direct teammates when scheduling. Managers can schedule with anyone.
6. What’s next
- Run your 1:1s from /meeting or the Employee View for each person.
- Use Messages and Calendar for logistics.
- Explore the 1:1 Helper for prompt ideas (managers only).
Need help?
If you get stuck, email us at support@ganshiki.com.
