Organizations

The basics of organizations management inside Daily Pulse.

Overview

In Daily Pulse, the process of setting up your organization is streamlined to help you quickly get started. After creating your account and selecting your plan, you will receive a confirmation email. Once confirmed, you will be redirected to the initial page, where you can create a new organization, invite users, create teams, and start managing projects.

Key Steps:

  • Create an Organization:

    • Name your organization and provide a description, such as what the organization does or a simple slogan.

  • Invite Users:

    • Add colleagues to your organization by inviting them via email and assigning roles. The roles available are:
      • Owner: Full control over the organization, including managing teams, projects, and users. Access to organization-wide insights and AI prompts.
      • Manager: Can manage teams and projects but may have limited access to certain organization-wide settings. Access to team and project insights.
      • Member: Has access to projects and teams but cannot manage organization settings or other users. Limited access to data and insights.

  • Create Teams:

    • Build your work teams within the organization and assign members to each team.

  • Create Projects:

    • Set up new projects and link them with your teams to begin tracking progress.

Step-by-Step Guide

1. Create Your Organization

To start tracking your team’s mood and work:

  1. Click the Create organization button.
  2. Enter your organization’s name.
  3. Provide a brief description.
  4. Click the Create organization button.

2. Bring Your Colleagues on Board

Invite your colleagues to Daily Pulse:

  1. In the menu, click Settings.
  2. Select Users from the menu.
  3. On the Users page, click the Invite users button.
  4. Enter the user's email.
  5. Click the Invite button.
  6. On the User page, define the user’s role as either Owner, Manager, or Member.

3. Create Your Team

To build your work team:

  1. In the menu, click Teams.
  2. On the Teams page, click the New Team button.
  3. Name your team and provide a description for the project.
  4. (Optional) Set the team as default if necessary.
  5. Click the Create Team button.
  6. Select the newly created team.
  7. On the team page, go to the Members tab and click the Add member button.
  8. Enter the user's email to add them to the team.
  9. Define the role for the new user in the team as either Owner, Manager, or Member.
  10. Save your changes.

4. Set Up Your Project

To assemble your project and team:

  1. In the menu, click Projects.
  2. On the Projects page, click the New Projects button.
  3. Name your project and provide a description.
  4. Click the Create project button.
  5. Select the project from the list.
  6. Go to the Teams tab and click Add team.
  7. Select the team from the dropdown menu and click Add team.
  8. Save your changes.

Roles and Permissions

Organization Roles

  1. Owner

    • Description: The highest-level role in the organization. The Owner has full control over the organization, including managing users, teams, and projects. They also have access to organization-wide insights and reporting.
    • Permissions:
      • Manage everything within the organization.
      • Access to Organization Insights and Project Insights.
      • Can configure AI prompts at the organization level.

  2. Admin

    • Description: The Admin role assists the Owner in managing the organization. They have significant control over projects and teams but may have some restrictions compared to the Owner.
    • Permissions:
      • Assist in managing users and teams.
      • Access to organization-wide alerts, especially related to HR.
      • Reporting and insights at both the organization and project levels.

  3. Member

    • Description: A regular user within the organization. Members typically have access to projects and teams but cannot manage the organization or other users.
    • Permissions:
      • Limited access to organization-wide data.
      • Participate in projects and teams, with restricted management capabilities.

Project Permissions

  1. Owner

    • Description: The primary manager of a specific project. They oversee the project and manage tasks, users, and resources within the project.
    • Permissions:
      • Full control over the project.
      • Access to Project Insights and Daily Reports.
      • Can manage AI prompts for the project.

  2. Manager

    • Description: A role responsible for managing aspects of the project, such as task assignments and progress tracking. They assist the Project Owner.
    • Permissions:
      • Manage tasks and users within the project.
      • Access to Project Insights but with fewer privileges than the Project Owner.

  3. Member

    • Description: A contributor to the project, typically focused on completing tasks and providing updates.
    • Permissions:
      • Limited access to project data.
      • Participate in project tasks but cannot manage or assign them.

Team Permissions

  1. Owner

    • Description: The leader of a specific team within a project or organization. They manage team members and ensure the team's objectives are met.
    • Permissions:
      • Full control over the team.
      • Access to Team Insights and the ability to manage team resources.

  2. Manager

    • Description: Assists the Team Owner in managing the team. Responsible for coordinating tasks and team performance.
    • Permissions:
      • Manage tasks and users within the team.
      • Access to Team Insights but with fewer privileges than the Team Owner.

  3. Member

    • Description: A regular team member focused on completing assigned tasks and collaborating with the team.
    • Permissions:
      • Participate in team activities.
      • Limited access to team data and insights.

Reporting & Alerting

  • HR Role (Alerting): Responsible for monitoring and responding to HR-related alerts across the organization.
  • Executive Role (Reporting): Focused on high-level reporting and insights, ensuring the organization is aligned with its goals and strategies.

This documentation provides a comprehensive guide on creating organizations, inviting users, and setting up teams and projects within Daily Pulse, including detailed information on roles and permissions. By following these steps, you can ensure that your organization is properly structured for optimal productivity and collaboration.

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