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Tutorial: Setting Up Your First Organization

Create and configure an organization in Ever Gauzy.

What You'll Learn​

  • Create a new organization
  • Configure basic settings (currency, timezone, date format)
  • Set up departments and positions
  • Invite team members

Step 1: Create Organization​

  1. After login, go to Settings β†’ Organizations
  2. Click Add Organization
  3. Fill in:
    • Organization Name β€” your company name
    • Currency β€” default currency (e.g., USD)
    • Date Type β€” preferred date format
    • Time Zone β€” your timezone
  4. Click Save
  1. In the organization settings, click the avatar area
  2. Upload your company logo (recommended: 256Γ—256px PNG)
  3. Save changes

Step 3: Configure Date & Time​

SettingRecommendedOptions
Date FormatMM/DD/YYYYVarious formats
Time Format12h or 24h12-hour or 24-hour
Start of WeekMondayMonday or Sunday
Fiscal Year StartJanuaryAny month

Step 4: Set Up Departments​

  1. Go to Organization β†’ Departments
  2. Click Add Department
  3. Create departments:
    • Engineering
    • Marketing
    • Sales
    • Operations
  4. Add managers to each department

Step 5: Create Positions​

  1. Go to Organization β†’ Positions
  2. Add common positions:
    • Software Engineer
    • Project Manager
    • Designer
    • Marketing Specialist

Step 6: Invite Team Members​

  1. Go to Organization β†’ Invite
  2. Enter team member emails
  3. Select their role (Employee, Manager, Admin)
  4. Click Send Invitations

Invited users will receive an email with a registration link.

Step 7: Configure Features​

  1. Go to Settings β†’ Features
  2. Enable/disable features based on your needs:
    • βœ… Time Tracking
    • βœ… Task Management
    • βœ… Invoicing
    • βœ… CRM
    • Toggle others as needed

Next Steps​