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Organization Setup Guide

Step-by-step guide to setting up a new organization in Ever Gauzy.

Prerequisites​

  • Active tenant with admin access
  • Organization details ready

Step 1: Create the Organization​

  1. Navigate to Organization → Add Organization
  2. Fill in the details:
FieldDescription
Organization NameYour company/team name
CurrencyDefault currency
Date FormatPreferred date format
Time ZoneOrganization time zone
Start Week OnFirst day of week
Region CodeRegion for localization

Step 2: Configure Departments​

  1. Go to Organization → Departments
  2. Create departments (e.g., Engineering, Marketing, Sales)
  3. Add department tags

Step 3: Add Positions​

  1. Go to Organization → Positions
  2. Create positions (e.g., Developer, Designer, Manager)

Step 4: Configure Projects​

  1. Navigate to Projects → Add Project
  2. Set billing type, budget, and team members
  3. Define task statuses, priorities, and sizes

Step 5: Invite Team Members​

  1. Navigate to Employees → Invite
  2. Enter email addresses
  3. Assign roles and departments
  4. Send invitations

Step 6: Configure Integrations​

  1. Go to Settings → Integrations
  2. Connect with GitHub, GitLab, Jira, etc.
  3. Configure sync settings

Step 7: Set Feature Flags​

  1. Go to Settings → Feature Toggles
  2. Enable/disable features based on your needs

Post-Setup Checklist​

  • Organization details configured
  • Departments and positions created
  • At least one project created
  • Team members invited
  • Time tracking settings configured
  • Email templates customized
  • Feature flags reviewed