Getting Started

Welcome to the Getting Started Guide for Organizations 2.0!

This guide is designed for an Organization Owner, not an employee without ownership rights.

If you are not a Co-Owner or Owner, this guide does not apply to you.

Introduction

When getting started with the Organizations system you have a few preset options.

• Imported Data: The development team has imported data from Organizations 1.0.

• From Scratch: Starting from zero - no imported data.

This guide assumes you're starting From Scratch, and thus no imported data is present.

The Getting Started guide is not supposed to be a comprehensive manual, and all topics covered will be available as their own sections in the subsequent sections of this guide.

This is simply the fastest way to get started.

Prerequisite Requirements

You need a Tablet and a Phone for the best experience. Both items are available from any Electronics store.

1. Open your Tablet.

2. Click on the "App Store" icon.

3. Install the "Organizations" application from the options provided.

   
4. Once installed, close the App Store and open the Organizations application.

   

Accessing your Organization for the first time

1. Using the header at the top of the application, select "Workplace".

2. A list of all organizations you're part of will now be shown.

3. Select your organization from the list provided.

   

If it's your first time visiting this organization, you may be presented with the "Ownership Initial Set-up Review" page.

Any owner can complete this step - simply read through each step and click "Complete Set-Up Now!" at the bottom. If presented, your members will not be able to use this organization until this step has been completed. They will instead see the page below:

1. You will now be shown your Profile page - take note of the new header shown just below the one we used earlier. This sub-header is your primary way to navigate.

   

Permission Roles

Permission Roles are quite similar to Discord roles. They control what a member can do, and can be assigned to:

• Members.

• Job Roles.

• Teams.

Some examples for how Permission Roles could be used are found in the full guide.

Here's how to create one:

1. Start by clicking "Owner Settings & Permission Roles" from the sub-header bar.

2. Click "Create Permission Role" from the "Your Actions" menu on the right.

3. Using the window that appears, set each attribute as needed. You can view what each attribute means on this page.

Access to Organization Storage

This currently only applies to business organizations that are members of the Better Business Bureau.

Some organizations are granted access to storages which have controlled access. Permission Roles control access to these storages.

Here's how to change access:

1. Start by clicking "Owner Settings & Permission Roles" from the sub-header bar.

2. Click "Storage Permissions" from the "Your Actions" menu on the right.

3. A list of the available storages for your organization will now be presented.

4. Beneath each storage location title, a dropdown field allows you to select Permission Roles you'd like to grant access for.

5. Select all of your desired roles, then "Save Changes" at the top to finalize your updates.

   

Creating a Job Role

Job Roles are a key part of most organizations, and contain key information about a Member's specific work assignment within an Organization. One Job Role can be assigned to each member per organization.

1. Start by clicking "Job Roles" from the sub-header bar.

2. Click "Create Job Role" from the "Actions" menu on the right.

3. Using the window that appears, set each attribute as needed.

You can view what each attribute means on this page.

"Pay Per Hour" does not affect any applicable government benefits or pay. This would be an additional amount paid by the organization directly. This can be a preferable option instead of paying employees manually on top of government salary, but is entirely optional. To opt-out, simply set the value to $0.

When you're finished, click "+ Create New Job Role".

Creating a Team

Teams are a helpful feature for organizing your Members, where your hierarchy may be more complex than simply assigning a Job Role.

Teams can also apply permissions to members which is helpful for blanket updates where Job Roles or individual Member assignments aren't feasible.

You can think of Teams as a permissions wrapper for a group of Members for quick modification. The key difference between Teams and Job Roles is that Job Roles are designed to include information that would typically only relate to specific assignments (e.g. Job Title, Salary, Payroll Frequency).

Here's how to create one:

1. Start by clicking "Teams" from the sub-header bar.

2. Click "Create Team" from the "Actions" menu on the right.

3. Using the window that appears, set each attribute as needed:

You can view what each attribute means on this page.

Managers of Teams can't actually do anything special yet - but their SSN/Name will be displayed to a member within their assigned Team. For now it's cosmetic, but we might make it functional in future.

Hiring Members

Before you proceed to the next step, your Organization needs to contain some Members first.

If you don't already have Members hired...

• Start by clicking "Members" from the sub-header bar.

• Click "Hire Member" from the "Actions" menu on the right.

• Using the window that appears, set each attribute per your needs.

Hiring Members

Assigning Members to Permission Roles, Job Roles, and Teams

Now that we've created Permission Roles, Job Roles, and Teams (optional), let's assign some Members!

Here's how:

1. Start by clicking "Members" from the sub-header bar.

2. Next to the Member you wish to edit, click the "Edit" button.

1. Using the window that appears, set each attribute as needed:

You can view what each attribute means on this page.

An employee can update their own Bank Account by navigating to "Settings" in the header bar.